Senior Financial Advisor

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

Job summary

A leading company is seeking a Senior Financial Advisor for a full-time remote position. The role involves providing comprehensive financial planning and advisory services, including developing financial plans, managing investments, and conducting retirement planning. Ideal candidates will have a CFP designation and a strong background in finance, with excellent communication skills and the ability to work independently.

Qualifications

• Experience in Financial Advisory and Investments.
• Strong understanding of Finance.
• Ability to work independently in a remote setting.

Responsibilities

• Develop and implement financial plans for clients.
• Offer investment advice and manage client portfolios.
• Conduct retirement planning and ensure regulatory adherence.

Skills

Financial Planning

Retirement Planning

Investment Advisory

Finance Knowledge

Communication

Interpersonal Skills

Independent Work

Education

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

Certified Financial Planner (CFP)

Job description

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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales