Senior Financial Advisor
2 weeks ago
Company Description
we suggest you enter details here
Role Description
This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with clients to understand their financial goals and help them make informed decisions to secure their financial future.
Qualifications
- Certified Financial Planner (CFP) certification, CIM, CFA, or PFP helpful
- Bachelor's degree in Finance, Business, Economics, or related field
- Proven experience in financial planning, investment management, and retirement planning
- Strong knowledge of financial products, investment strategies, and market trends
- Excellent communication and interpersonal skills
- Ability to explain complex financial concepts in an easy-to-understand manner
- Detail-oriented with strong analytical and problem-solving skills
- Proficiency in financial planning software and Microsoft Excel
-
Senior Financial Advisor
1 day ago
Canada Huxton Black Full timeWe are seeking a skilled Senior Financial Advisor to join our team at Huxton Black. As a key member of our team, you will be responsible for delivering expert financial guidance and investment advice to our clients.Your primary responsibilities will include:Conducting comprehensive financial analyses to identify areas for improvementDeveloping and...
-
Financial Planning Consultant
2 days ago
Canada Huxton Black Full timeThis is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with clients to understand their financial goals and help them make informed...
-
Financial Advisor
4 weeks ago
canada Self-employed Full timeAre you passionate about learning how money works in Canada and helping others take control of their financial futures? Do you want the flexibility of working part-time while earning $2,000-$3,000 per month? If so, this could be the perfect opportunity for you!What You'll Do:-Learn the fundamentals of personal finance, investing, and money management in...
-
Financial Advisor
4 weeks ago
british columbia, canada | ca Capital Markets Advisors LLC Full timeStacy Brooks is #hiring. If you or anyone you know maybe interested in having a confidential conversation #contactme: Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial...
-
Senior Policy Advisor
5 days ago
Canada Colleges Ontario Full timeColleges Ontario seeks new Senior Research and Policy AdvisorsConsider this exciting opportunity with Colleges Ontario, the advocacy association for the province's 24 public colleges. Colleges Ontario is seeking to hire two new Senior Research and Policy Advisors to lead important research and analysis to help inform the college sector's advocacy and...
-
Senior Policy Advisor
5 days ago
Canada Colleges Ontario Full timeColleges Ontario seeks new Senior Research and Policy Advisors Consider this exciting opportunity with Colleges Ontario, the advocacy association for the province's 24 public colleges. Colleges Ontario is seeking to hire two new Senior Research and Policy Advisors to lead important research and analysis to help inform the college sector's advocacy and...
-
Financial Planning Strategist
1 day ago
Canada Huxton Black Full timeHuxton Black seeks a Senior Financial Advisor to provide financial guidance and investment recommendations to clients. The ideal candidate will analyze financial data, develop personalized financial plans, and work closely with clients to understand their financial goals.Responsibilities include:Providing financial guidance and investment...
-
Remote Financial Guidance Expert
24 hours ago
Canada Huxton Black Full timeHuxton Black is a leading provider of financial services, and we are currently seeking a highly skilled Senior Financial Advisor to join our team.In this role, you will be responsible for providing expert financial guidance and investment advice to our clients, helping them achieve their long-term financial goals.Your key responsibilities will...
-
Senior Product Designer
4 weeks ago
Canada Sage Recruiting Full timeSage Recruiting is looking for a Senior Product Designer focused heavily on User experience to join the team of a financial services company based in the USA. This role is 100% remote anywhere in Canada!With a strong legacy of providing innovative financial services, this Wealth Management firm offers comprehensive investment solutions, specializing in...
-
Senior Communications Advisor
15 hours ago
canada, ca | ca County of Grande Prairie Full timeSenior Communications Advisor10001 84 Ave, Clairmont, CanadaFull-timeCompany DescriptionThe County of Grande Prairie builds on its natural environment and the entrepreneurial spirit of its citizens to provide an unmatched quality of life and opportunity for all. We offer a collaborative and dynamic workplace where our values of Trustworthy, Transparent,...
-
Canada avua Full timeAbout the Role:We are recruiting for a Senior Accountant to join our team at avua, specializing in the engineering and IT sector. This role is not directly with avua, but we are partnering with our client to find the best candidate for this position. The successful candidate will have a strong background in accounting, with experience in financial analysis...
-
Senior Accounting Professional
4 days ago
Canada avua Full timeJob Summary:We are seeking a highly skilled Senior Accountant to join our finance team at avua. The successful candidate will have a strong technical background in accounting, with experience in financial analysis and reporting. You will be responsible for managing the day-to-day accounting operations, preparing and analyzing financial statements, and...
-
Financial Planning Expert
2 days ago
Canada Huxton Black Full timeAbout Huxton BlackWe are a renowned financial services firm dedicated to providing exceptional guidance and expertise to our clients. Our team of seasoned professionals is committed to helping individuals and organizations achieve their financial goals.Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team. The successful...
-
Senior Product Designer
3 weeks ago
Canada Sage Recruiting Full timeSage Recruiting is looking for a Senior Product Designer focused heavily on User experience to join the team of a financial services company based in the USA. This role is 100% remote anywhere in Canada With a strong legacy of providing innovative financial services, this Wealth Management firm offers comprehensive investment solutions, specializing in...
-
Senior Product Designer
4 weeks ago
Canada Sage Recruiting Full timeSage Recruiting is looking for a Senior Product Designer focused heavily on User experience to join the team of a financial services company based in the USA. This role is 100% remote anywhere in CanadaWith a strong legacy of providing innovative financial services, this Wealth Management firm offers comprehensive investment solutions, specializing in wealth...
-
Senior Financial Analyst
5 days ago
Canada Rose International Full timeDate Posted: 03/24/2025Hiring Organization: Rose InternationalPosition Number: 480177Job Title: Senior Financial AnalystJob Location: Edmonton, AB, Canada, T5K 2E8Work Model: HybridShift: Three days per week in the office and two days remoteEmployment Type: TemporaryEstimated Duration (In months): 7Min Hourly Rate($): 50.00Max Hourly Rate($): 60.00Must Have...
-
Financial Advisor
3 weeks ago
Canada Gestion Finance Conseil Full timeEducation: Other trades certificate or diploma - Experience: Experience an asset **Work setting**: - Urban area - Private sector **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning -...
-
Senior Financial Reporting Analyst
5 days ago
Canada Mattr Full timeAt Mattr, we are seeking a Senior Financial Reporting Analyst to support our finance team in delivering high-quality financial analysis and reporting. This role will play a critical part in helping us drive business performance and inform strategic decision-making.We are looking for an experienced professional with a strong background in financial analysis,...
-
Canada Groupe Mitesco Group Inc. Full timeFinancial Security Advisor – Mitesco Financial Group (le français suit)Job Description: Are you looking to start a rewarding and stimulating career in financial security? We are seeking motivated, disciplined, and serious individuals to join our team as Financial Security Advisors. No prior experience is required – we provide comprehensive training and...
-
Senior Financial Reporting Analyst
5 days ago
Canada Mattr Full timePOSITION SUMMARY:The Senior Financial Reporting Analyst is responsible for supporting financial analysis, reporting, budgeting, forecasting, and other finance-related projects while providing reports to various levels of the organization. This position contributes to the organization by delivering thorough and detailed analysis, along with actionable...