Senior Financial Advisor

Huxton Black; Barrie; Remote; CAD 70,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking a Senior Financial Advisor to join their innovative team. This remote role involves providing comprehensive financial planning and investment advisory services to clients, utilizing advanced technology combined with a personal touch. The ideal candidate will possess strong qualifications, including financial skills and a CFP designation, and will play a pivotal role in delivering tailored financial solutions.

Qualifications

• Strong understanding of finance and ability to offer tailored advice.
• Experience managing client portfolios and compliance with industry standards.

Responsibilities

• Develop and implement financial plans for clients.
• Manage client portfolios and provide investment advice.
• Conduct retirement planning and ensure adherence to regulations.

Skills

Financial Planning

Retirement Planning

Investments

Financial Advisory

Communication

Interpersonal Skills

Ability to Work Independently

Education

Bachelor's degree in Finance, Economics, Business, or related field

Certified Financial Planner (CFP) designation or equivalent

Job description

Huxton Black is revolutionizing the financial services industry by bridging the gap between low-cost, simple portfolio management solutions known as 'Robo Advisors' and comprehensive, high-touch wealth management offerings typically provided by high-cost bank-owned brokerages. Our innovative approach provides clients with tailored financial solutions that combine the efficiency of technology with personalized advisory services.

Role Description

This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing comprehensive financial planning and advisory services to clients. Key responsibilities include developing and implementing financial plans, offering investment advice, managing client portfolios, conducting retirement planning, and ensuring adherence to industry regulations and standards.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Investments and Financial Advisory
• Strong understanding of Finance
• Excellent communication and interpersonal skills
• Ability to work independently and in a remote setting
• Certified Financial Planner (CFP) designation or equivalent preferred
• Bachelor's degree in Finance, Economics, Business, or related field