Recruiting Investment Advisors

Company Overview:

Ai Financial is one of Canada’s leading providers of financial investment services. We are committed to value investing and believe that only companies with strong social responsibility can truly help clients achieve returns. Since the beginning of our financial business, none of our clients have experienced a loss. Working with fund and insurance companies, we help clients select the most suitable investment products and manage a variety of accounts such as TFSA and RRSP. Additionally, we assist clients in applying for unsecured, low-interest investment loans in Canada, enabling financial freedom and leveraging wealth.

Key Responsibilities:

- Business Development: Identify new clients, maintain relationships with existing ones, participate in company events, and collaborate with the team to expand the investment market.

- Client Services: Provide personalized financial planning and investment advice, understand clients’ financial situations and needs, and develop appropriate investment plans.

Our Advantages:

- High Loan Approval Rate: 98% approval rate, thanks to excellent credit records and strong partners.

- High Returns: Average annual investment returns of over 20%, leading the industry.

- Efficient Workflow: Streamlined licensing transfer process and comprehensive back-office support, allowing you to focus on business development.

- We provide professional training and support in financial investment, sales techniques, and marketing knowledge.

Requirements:

- Proficiency in English is required; fluency in Mandarin is an asset

- Must be a Canadian citizen, permanent resident, or valid work permit holder

- LLQP license holders are preferred

- Strong communication and business development skills

- On-site work is not strictly required

Workplace Benefits:

- Three weekly roundtable discussions to enhance sales skills and learn investment strategies

- Flexible work arrangements in a relaxed and open environment

有意请联系：(778) 994-2341