Retirement planning consultant

<p></p><p>We are a registered company in Canada, and we are always committed to providing our customers with all-round financial planning and asset allocation services. We have a strong brand reputation, a rich product line and advanced planning tools to help our customers achieve their financial goals at different stages of life. Now, we are looking for professional talents who are full of enthusiasm for retirement planning, and work with us to help our customers build a worry-free retirement life.</p><p>---</p><p><strong>Job Responsibilities</strong></p><p>1. <strong>Customer consultation and requirement analysis:</strong> Conduct in-depth interviews with customers to fully understand their financial situation, family structure, retirement life expectations and potential risks, and conduct professional retirement demand analysis.</p><p>2. <strong>Retirement plan planning and design:</strong> Utilize professional knowledge and company tools to tailor a personalized retirement planning solution for each client, including but not limited to:</p><p> * Retirement gap calculation</p><p> * Social security and pension analysis</p><p> * Cash flow planning and longevity risk management</p><p> * Tax optimization strategy advice</p><p> * Asset allocation and investment portfolio advice</p><p> * Annual pension insurance, long-term care insurance, and other related product planning</p><p> * Wealth inheritance and estate planning advice</p><p>3. <strong>Explanation and execution of the plan:</strong></p><p>4. <strong>Customer relationship maintenance:</strong> Establish and maintain long-term stable customer relationships, regularly review and adjust customers’ retirement plans to adapt to market changes and customers’ life stage transitions.</p><p>5. <strong>Market Development:</strong> Through existing customer referrals, lectures and sharing, cross-border cooperation, etc. , actively develop potential customers and expand the service population. </p><p>6. <strong>Compliance and professional development:</strong> Ensure all business activities comply with relevant laws and regulations and the company's internal compliance requirements, and continue to study and maintain the validity of professional certificates and professional leadership.</p><p>---</p><p> <strong>Applying conditions</strong></p><p>* <strong>Necessary conditions:</strong></p><p> * Bachelor's degree or above, majoring in finance, insurance, economics, and management, etc. is especially recommended.</p><p> * Have strong **customer-oriented thinking** and **excellent communication and expression skills**.</p><p> * Actively and positively, with good **problem-solving skills** and **team spirit**.</p><p></p><p>---</p><p>#### <strong>We provide</strong></p><p>* <strong>Competitive salary system:</strong> "**base salary + high performance bonus + various allowances**", with no income ceiling, and top performers can dream of a million-dollar salary.</p><p>* <strong>Comprehensive training system:</strong> Provide **systematic pre- and on-the-job training** from product knowledge, sales skills to retirement professional knowledge, and support employees to obtain professional certifications.</p><p>* <strong>High-quality customer resources:</strong> The company provides a list of potential customers and has senior consultants to guide and assist you in quickly starting your business.</p><p>* <strong>Clear career development path:</strong> Provide professional and management dual-track development channel, you can be promoted to senior planner, team supervisor or internal training instructor.</p><p></p><p></p><p></p>