Senior Financial Advisor

Huxton Black; Dartmouth; Remote; CAD 70,000 - 110,000; Full time

Job summary

A leading company in the financial services sector is seeking a Senior Financial Advisor for a full-time remote role. The successful candidate will provide comprehensive financial planning and advisory services, helping clients achieve their financial goals through tailored solutions. This position requires strong technical expertise and excellent communication skills, along with the ability to work independently in a dynamic environment.

Qualifications

• Bachelor's degree in relevant field and CFP designation preferred.
• Experience in financial planning, advisory services, and investment management.
• Strong communication and interpersonal skills required.

Responsibilities

• Develop and implement comprehensive financial plans for clients.
• Provide investment advice and manage client portfolios.
• Conduct retirement planning and ensure compliance with 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

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Financial Advisor • dartmouth, ns, Canada