Financial Advisor Required WORLD WIDE IMMIGRATION SERVICE LLP

  • company name WORLD WIDE IMMIGRATION SERVICE LLP
  • working location Office Location
  • job type Full Time

Experience: 2 - 2 years required

Pay: INR 3400000 - INR 4400000 /year

Type: Full Time

Location: Canada

Skills: Financial Reporting, Financial advisory, financial management, Financial planning, financial accounting

About WORLD WIDE IMMIGRATION SERVICE LLP

Job Description

       Call & WhatsApp to Ms.Neha-9870170629

 

  • Prepare and review financial documents, such as income projections and investment reports.
  • Persevere, handle rejection and show resilience during the prospecting and networking process.
  • Establish and maintain effective working relationships with clients and colleagues.
  • A solid foundation in internal audit processes and objectives.
  • Apply complex and changing federal and state policy to ensure consistent and accurate application of rules and regulations.
  • Partner with an experienced financial advisor to gain experience assisting clients achieve their financial goals.
  • Ensure timely payment to providers of court ordered services for children and families.
  • Seek expertise of internal resources to identify investment opportunities and solutions for clients.
  • Maintain and verify reporting on client meeting, participation and rollover metrics.
  • Complete all required checklists and forms to ensure compliance with Federal and State requirements.
  • Maintain appropriate account records while monitoring the customers portfolio.
  • Assist financial advisors on training retail associates on how to increase referral opportunities.
  • Create and communicate weekly plans of action in order to achieve overall bank goals.
  • Uphold the vision and mission of the agency through utilizing the practice model theories, beliefs and principles in daily practice.
  • Timely completion of time studies of daily tasks is required for the random moment sampling process

 

Exciting Job Opportunities Abroad Apply Now!

Note: This position is strictly for overseas locations. Not for jobs in India.

 

We are currently hiring for multiple roles in top global destinations:

 Canada
 Australia
 Germany
 Singapore
 Luxembourg
 New Zealand
 USA

 

 Important Eligibility Criteria:

  • Must be an Indian passport holder
  • Open to relocation abroad (This job is not based in India)
  • Only serious candidates willing to work overseas should apply
  • Freshers and experienced professionals are both welcome (role-specific)

 

Why Apply

  • International exposure and career growth
  • High-quality work environments
  • Attractive compensation packages

 

Please Do NOT Apply If:

  • You are looking for a job in India
  • You are not willing to relocateto another country