Are you interested in entrepreneurship? Do you want to build something new for this world? Do you enjoy developing your personal skill and mindset by solving every challenge or problem? Join us!
About AI Financial
AI Financial is the leading financial investment service provider in Canada. We insist on value investing, and we believe that only socially responsible companies can genuinely help their clients make profits. From the start of our financial business, no clients suffered losses. Working with funding and insurance companies, we select the fund products suitable for our clients and manage various types of investment accounts such as TFSA, RRSP, etc. At the same time, we help our clients apply for Canadian unsecured low-interest investment loans to achieve wealth freedom with financial leverage.
We’re currently looking for a motivated, self-driven individual to join our Financial Advisor team. If you have a passion for finance and investment, and you enjoy learning and exploring different projects and experiences, you are the right candidate.
What we offer you:
- Fast-paced career growth
- Massive opportunities to TRY and GROWN
- A supportive team environment, where recognition and feedback are considered the most important
Accountabilities and Responsibilities:
- Working together with the Marketing team and other team member to acquire new clients and business
- Communicate with clients with great client service skills
- Assist senior financial advisors with client consultations and portfolio management
- Learn about financial products and keep up-to-date with the latest market trends
- Build strong relationships with clients and proactively communicate with them
- Perform other duties as the manager may need
Qualifications:
- Fluent in both Mandarin and English is MUST
- 1-3 years of relevant experience
- Excellent interpersonal and communication skills
- Time management and organization skills
- LLQP licenses preferred
We want to hear from you!
Please send your resume and portfolio to info@aifinancial.ca with the subject “AIF – In-House Financial Advisor”