IMMIGRATION PLANNER (business immigration)
Mission:
Utilize the acquired in-depth knowledge of immigration products to support the private client relations advisors (PCRA) and senior planners in their after sales process.
Vision:
Become the immigration product champion in company’s eyes to ensure successful customer journey.
Responsibilities
- Successful Customer Journey
- Enforce guidelines and procedures applicable to a specific product to ensure a successful journey for TIMC’s customers.
- Ensure clients receive clear requests and call to actions from advisors or senior planners in order to keep them on track.
- Support and assist Advisors deliver superior advisory services to clients.
- Solicit the full attention and commitment of PCRG and immigration partners to complete transactions.
- Matching Solutions
- Apply immigration file strategy determined by Senior Planner that should be followed for the immigration application.
- Report file strategy to senior planner and CCO for approval.
- Maintain immigration file updated at all time.
- Operational & Administrative Tasks
- Review various client documents, compare with the list of required documents and then communicate feedback and findings to Senior planners and advisors.
- Analyse quality of documents received to be included in client’s application.
- File all required paperwork for clients’ application;
- Make necessary scans and copies and save them in clients’ file (physical or digital). Make sure they are properly labelled.
- Update client database to ensure it reflects current & accurate information at all time. Make sure to keep reminders to meet deadlines.
- Prepare some correspondence destined to clients / partners / agents;
- When necessary, prepare and send couriers
Qualifications
- Diploma in Administration (or equivalent)
- 1-3 years of experience in the immigration field
- Strong analytical skills
- ICCRC license (completed or in progress) would be an asset
- Capacity to understand company financial statements
- Strong written Communication skills in English and French
- Good spoken Communications skills in English and French
- Extremely well-organized and able to manage multiple priorities at once
- Attention to details
- Comfortable working independently as well as in a team setting
- Great command of Office Suite (Word, Excel, Outlook)
Now is the time to embark in our journey of changing an industry! Experience growth in our dynamic team of young professionals and see where your career at TIMC can take you!
