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Remote Financial Adviser | High Earnings & Flexible Work

Exchange Street Claims ltd

New Brunswick

Hybrid

CAD 65,000 - 85,000

Full time

3 days ago
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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
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.
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