Financial Adviser

Exchange Street Claims ltd; New Brunswick; Hybrid; CAD 65,000 - 85,000; Full time

Job summary

A leading financial advisory firm in Canada is seeking an experienced Financial Adviser to join their growing team. The position offers hybrid working arrangements, allowing you to work primarily from home and travel occasionally to the office. Candidates should have at least 2 years of post-CAS experience and possess Level 4 or higher qualifications. The firm supports its advisers with administration and paraplanning, creating a nurturing environment for career growth and high earning potential, estimated between £56,000 and £80,000 annually.

Benefits

Medical cash plan

Pension

Enhanced maternity and paternity leave

Flexible work arrangements

Qualifications

• Minimum of 2 years post-CAS experience as a financial adviser/planner.
• Strong focus on client care and retention.
• Availability for hybrid or remote work.

Responsibilities

• Meet new cash investment clients and conduct annual reviews.
• Provide ongoing client care focusing on retention and quality.
• Collaborate with a team of advisers to maintain service excellence.

Skills

Client retention

Communication skills

Financial advising/planning

Education

Level 4 or higher qualifications

Job description

Salary & Benefits

To £59,400 + benefits + bonus.

• A starting salary of £35,000 – £45,000 (depending on experience, qualifications and performance)
• A KPI/compliance bonus (client care/retention/file quality) adding £1,200 per month, or £14,400 over the year (if joining with CAS)
• A sales bonus typically worth £7,000 – £36,000 per annum

There are no monthly sales targets or expectations.

• Life cover
• Medical cash plan for you and your family
• Pension
• Enhanced maternity, paternity and adoption leave
• 25 days holiday (increasing to 28 days with service)

Role Overview

You will join a national business that acquires clients from retiring advisers and will provide the advisory support these clients need. You will work primarily from home or on a hybrid basis and, for those based near Newcastle, will travel once a month to the office.

Responsibilities

• Meet new cash investment clients and conduct annual reviews.
• Provide ongoing client care, focusing on client retention and file quality.
• Work within a team of over 50 advisers to maintain an excellent level of service.
• Leverage shared paraplanning and administrative support so you can spend more time speaking to clients.

Qualifications

• At least 2 years post‑CAS experience as a financial adviser/planner.
• Level 4 or higher qualifications.
• Availability for hybrid or remote work with occasional travel to Newcastle.

About the Company

This growing, profitable business has trained and developed over 40 advisers with no prior financial planning experience. It offers a structured onboarding programme and a positive work environment, with clear pathways for career development.

Benefits of Working Here

• High earning potential – expected total compensation ranges from £56,000 to £80,000 per annum.
• Full paraplanning and administration support.
• Flexible work arrangements, including the option to work from home.