Financial Advisor

Experior Financial Group; Tiny; Remote; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Advisor for a full-time remote role. This position offers the opportunity to develop personalized financial plans and provide expert advice on retirement and investments. You will engage with clients to understand their financial goals, ensuring effective asset management. With a focus on continuous client engagement and market analysis, this role is ideal for someone passionate about helping others achieve financial success. Join a supportive and growth-oriented environment that values your contributions and fosters professional development.

Qualifications

• Expertise in financial planning and investment strategies.
• Strong communication and customer service skills are essential.

Responsibilities

• Develop personalized financial plans for clients.
• Provide retirement planning advice and assess investment opportunities.

Skills

Financial Planning

Retirement Planning

Financial Advisory

Communication Skills

Customer Service

Independent Work

Education

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Certified Financial Planner (CFP)

Job description

Company Description

Experior Financial Group Inc. is a 100% Canadian owned and operated company, recently expanded into the USA with our head office in Cheektowaga, New York. Our organization prides itself on common values, encouraging growth, and achievement. We have a diverse workforce of over 9400 well-trained and licensed Financial Associates across North America, ready to assist with various insurance and investment needs. We offer comprehensive training and mentorship to help you attain your professional goals, whether you're looking to lead an agency, manage a team, or work at your own pace. Certified a Great Place to Work in Canada in May 2024 and May 2025, Experior Financial Group provides the resources and support to help you succeed.

Role Description

This is a full-time remote role for a Financial Advisor. As a Financial Advisor at Experior Financial Group, you will be responsible for developing personalized financial plans, providing retirement planning advice, and assessing investment opportunities. You will work closely with clients to understand their financial goals and help them manage their assets and investments effectively. This role also involves continuous client engagement, market analysis, and staying updated on financial industry trends.

Qualifications

• Expertise in Financial Planning and Finance
• Experience in Retirement Planning and Investments
• Strong Financial Advisory skills
• Excellent communication and customer service skills
• Ability to work independently and remotely
• Bachelor's degree in Finance, Business Administration, or a related field
• Certified Financial Planner (CFP) designation is a plus
• Experience in the financial services industry is preferred