Senior Financial Advisor

Huxton Black; Granby; Remote; CAD 80,000 - 120,000; Full time

Job summary

A leading company in the financial services industry is seeking a Senior Financial Advisor for a full-time remote position. The ideal candidate will provide tailored financial planning and advisory services, ensuring clients receive personalized support and comprehensive investment strategies. Applicants should have strong financial understanding and communication skills, along with relevant qualifications such as a CFP designation.

Qualifications

• Certified Financial Planner (CFP) designation or equivalent preferred.
• Bachelor's degree in Finance, Economics, Business, or related field required.
• Experience in Investments and Financial Advisory is necessary.

Responsibilities

• Provide comprehensive financial planning and advisory services to clients.
• Develop and implement financial plans and offer investment advice.
• Manage client portfolios and ensure adherence to industry regulations.

Skills

Financial Planning

Retirement Planning

Investment Advisory

Communication

Interpersonal Skills

Education

Bachelor's degree in Finance, Economics, Business

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