Financial Advisor

1 day ago

Halifax, Canada Assante Hydrostone Full time

Financial Advisor Assante Hydrostone is seeking a dedicated Financial Advisor to join our team in Halifax's historic Hydrostone district. We are looking for a professional who has built a strong foundation (5+ years) and is now looking to advance their career in a full-service wealth management firm. This is an ideal role for an advisor who is ready to offer comprehensive, unbiased financial planning and investment strategies. You will work within a collaborative environment that offers the stability of a salary with the long-term potential of partnership and equity. Location Halifax, NS (Hydrostone District) Base Pay Range CA$120,000.00/yr - CA$120,000.00/yr Responsibilities Oversee client portfolios using a wide range of investment solutions, including individual securities, ETFs, and alternative investments. Provide detailed financial planning support, working with clients on retirement, tax, and estate strategies. Deepen relationships with existing clients through regular reviews and proactive communication. Collaborate with senior partners to service complex High Net Worth accounts, gaining mentorship and experience in advanced wealth management. Contribute to the growth of the firm by welcoming new clients and maintaining high retention rates. Qualifications & Skills Industry Experience: 5+ years of experience as a Financial Advisor. Licensing: IIROC/CIRO licensed (Registered Representative) or willing to transfer immediately (must have CSC and CPH completed). Education: Post‑secondary education with a focus on business or finance. Professionalism: A strong commitment to client service and ethical standards. Communication: Excellent verbal and written communication skills. Assets Completion of or enrollment in the CFP® (Certified Financial Planner) program. CIM® (Chartered Investment Manager) designation. Experience with tax‑efficient investing (Corporate Class). What We Offer Base salary range of $80,000 - $120,000 plus performance‑based bonuses. A clear path to equity ownership and partnership within the firm. A comprehensive benefits package to support your health and well‑being. A collaborative, professional work atmosphere in the heart of the Hydrostone district. Access to mentorship and our quarterly luncheons for peer networking. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr

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