Regional Wealth Advisor – Atlantic Canada

CU Financial Management; Bedford; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Comprehensive benefits

Opportunities for professional growth

Job summary

A leading financial planning firm in Atlantic Canada is seeking a Regional Financial Advisor for Bedford, Nova Scotia. The ideal candidate will work independently and as part of a team, providing tailored financial advice and fostering client relationships. The role requires a valid Mutual Funds License, strong communication skills, and a commitment to ethical practices. This position comes with a competitive compensation package and opportunities for professional development.

Qualifications

• 2+ years of experience in the wealth management or investment advisory industry.
• Strong interpersonal and communication skills to engage with clients effectively.
• Excellent organizational skills and attention to detail to ensure compliance.

Responsibilities

• Collaborate with clients to create personalized financial plans.
• Provide tailored investment recommendations to achieve clients' objectives.
• Cultivate relationships with colleagues and clients for a strong network.

Skills

Client engagement

Investment strategies

Interpersonal communication

Financial planning services

Education

Financial Planning designation

Valid Mutual Funds License

Tools

Financial planning software

Job description

A leading financial planning firm in Atlantic Canada is seeking a Regional Financial Advisor for Bedford, Nova Scotia. The ideal candidate will work independently and as part of a team, providing tailored financial advice and fostering client relationships. The role requires a valid Mutual Funds License, strong communication skills, and a commitment to ethical practices. This position comes with a competitive compensation package and opportunities for professional development.