Financial Advisor

A V Immigration And Careers Consultancy Private Limited

Quick Apply

5 months ago
Over 100 applicants

Exp: 9-15 Years

Full time

Canada, Australia

Other,

Banking/Accounting/Financial Services

Job Description

lt p gt lt strong gt financial advisors lt /strong gt work closely with clients to understand their financial situation, goals, risk tolerance, and time horizon. based on this information, they develop personalized financial plans and investment strategies to help clients meet their objectives. they regularly review and adjust these plans as needed to ensure they remain aligned with the client s goals and changing circumstances. lt /p gt lt p gt lt br gt lt /p gt lt p gt lt strong gt requirements lt /strong gt lt /p gt lt ul gt lt li gt bachelor s degree in finance or related field. lt /li gt lt li gt 3 years of experience in financial planning or related roles. lt /li gt lt li gt strong analytical, communication, and interpersonal skills. lt /li gt lt li gt compliance with regulatory requirements and ethical standards. lt /li gt lt li gt proficiency in financial planning software and crm systems. lt /li gt lt li gt lt strong gt must have a valid permit to work in australia/canada or must be ready to secure one. lt /strong gt lt /li gt lt /ul gt lt p gt lt br gt lt /p gt lt p gt lt strong gt job duties/responsibilities lt /strong gt lt /p gt lt ul gt lt li gt conduct financial assessments and develop personalized financial plans for clients. lt /li gt lt li gt monitor and review clients financial situations regularly and make necessary adjustments. lt /li gt lt li gt provide ongoing financial education and guidance to clients. lt /li gt lt li gt recommend and manage investment products and services. lt /li gt lt li gt assist clients with insurance planning and estate planning. lt /li gt lt li gt collaborate with other professionals and stay updated on industry trends. lt /li gt lt /ul gt lt p gt lt br gt lt /p gt lt p gt interested candidates can reach me on the numbers given below for further discussion and send their updated resumes to email id or contact lt /p gt lt p gt lt br gt lt /p gt lt p gt lt strong gt 044-40561101 lt /strong gt lt /p gt lt p gt lt strong gt leads.chennai apexvisas.com lt /strong gt lt /p gt

Education

Master of Commerce (M.Com), Bachelor of Commerce (B.Com), PGDM

More Info

Role:Financial Controller

Industry:Other, Banking /Accounting /Financial Services

Function:Finance & Accounts, Banking

Job Type:Permanent Job, International

Skills Required

Insurance Agent

Financial Advising

Financial Advisor

Financial Consultant

Date Posted: 19/06/2024

Job ID: 82224505

Report Job

About Company

A V Immigration And Careers Consultancy Private Limited

A.V. Immigration & Careers Consultancy Pvt. Ltd. is Pune based company that has endeavoured since its inception in 2010 to bring a one stop solution to all your migration related queries.

We are well known in the immigration circle for our specialized services & are praised by our clients for enriching their experience in Visa facilitation. We have a global presence with a strategic network of own and associate offices in 18 locations across the world. We are planning to extend our services to over 40 offices by the year end.

The core team of Apex Visas is spearheaded by people with more than twenty years of domain expertise. They have precision knowledge in the fields of Immigration, Visa processing and other related services. To ensure prompt and hassle free services we have a team of handpicked executives who go through rigorous & in-depth training on country specific immigration and visa processing norms & rules to arm them with the requisite knowledge. Our executives have thorough knowledge & hands-on experience in dealing with immigration procedures followed by Embassies & High Commissions.

Once you register you are assigned a case-officer who will guide you through the entire application process and assist you at every stage. They work in tandem with you to complete the process on time ensuring successful results.

Just walk into any of our offices around the globe and you can talk to our counsellor to learn more about the country of your interest. With our tailor made solutions, you will have a flexibility to choose the right package that is both appropriate and affordable.