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Senior Financial Advisor

4 weeks ago

Canada Huxton Black Full time

Company Description

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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