加拿大银行的各种工作和基本要求
(1)客户服务代表(Representative Customer Services, Provide services on operations including daily banking services. ) (一般是学生兼职或高中以上学历,适合新移民入门)
(2)个人客户理财助理(Assistant Personal Financial Services, Provide personal financial services including account openning, mortgage, personal loans, deposit, mutual funds) (大学以上学历,初级,适合新移民入门)
(3)个人客户理财主任(Officer Personal Financial Services, same as above but taking care of larger accounts) (大学以上学历,一年以上银行经验)
(4)个人客户理财经理 (Account Manager Personal Financial Services. Same as above but taking care of even larger accounts and meeting the needs of more sophisticated customers.) (大学或硕士学历,两年以上银行经验)
(5)信用管理助理(Loan officer or assistant, provide administrative services such as documentation, back office support, etc.)(大学学历,一年以上银行经验)
一般要先通过加拿大证券课程Canadian Securities Courses (参见Canadian Securities Institute 的网站http://www.csi.ca),并且最好有互惠基金许可证(参见Mutual Fund Dealers Association 的网站http://www.mfda.ca),以往� ... �方面的能力.
上述信息由汇丰证券投资顾问吴明远提供(416-756-2298)
希望以上信息对有志在加拿大银行业发展的新移民有所帮助.
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