Senior Financial Advisor

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

Job summary

A leading company in financial services, Huxton Black is seeking a Senior Financial Advisor to provide comprehensive financial planning and advisory services. This full-time remote role involves developing tailored financial solutions, managing client portfolios, and ensuring compliance with industry standards. The position requires strong analytical skills, excellent communication, and a proven background in financial services. Candidates should hold a CFP designation and a relevant degree.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field required.
• CFP designation or equivalent preferred.
• Strong understanding of finance and investment management.

Responsibilities

• Develop and implement financial plans for clients.
• Manage client portfolios and conduct retirement planning.
• Ensure adherence to industry regulations and standards.

Skills

Financial Planning

Retirement Planning

Investments

Financial Advisory

Communication

Interpersonal Skills

Independently Work

Education

Bachelor's degree in Finance

Certified Financial Planner (CFP)

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