Senior Financial Advisor

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

Job summary

Huxton Black is seeking a Senior Financial Advisor to provide tailored financial planning and advisory services. This full-time remote position involves developing financial plans, managing client portfolios, and adhering to industry regulations. Candidates should have a strong financial background and a CFP designation is preferred.

Qualifications

• Strong background in financial planning and advisory services.
• Excellent communication skills are essential.

Responsibilities

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

Skills

Financial Planning and Retirement Planning

Experience in Investments and Financial Advisory

Strong understanding of Finance

Excellent communication and interpersonal skills

Ability to work independently and in a remote setting

Education

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

Certified Financial Planner (CFP) designation or equivalent preferred

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 • fredericton, nb, Canada