Senior Financial Advisor

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

Job summary

Huxton Black is seeking a Senior Financial Advisor to provide tailored financial planning and advisory services in a remote setting. The ideal candidate will have strong financial knowledge, excellent communication skills, and experience in investment management. This full-time position offers an opportunity to work with clients using innovative financial solutions.

Qualifications

• Experience in Investments and Financial Advisory required.
• Ability to work independently and in a remote setting.

Responsibilities

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

Skills

Financial Planning

Retirement Planning

Investment Advice

Excellent Communication

Interpersonal Skills

Finance Knowledge

Education

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

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

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Financial Advisor • saint john, nb, Canada