Financial Advisor Required WORLD WIDE IMMIGRATION SERVICE LLP
WORLD WIDE IMMIGRATION SERVICE LLP
Office Location
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