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Financial planner Jobs in Granby, QC
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Financial planner • granby qc
- Promoted
Senior Financial Advisor
Huxton BlackGranby, Estrie, CanadaIsothermic Chef.fe de la direction financière / Chief Financial Officer
BoydenQC, CA- Promoted
Comptable senior (cpa)
JhubzGranby, Estrie, Canada- Promoted
Expert Banking Advisor- EN
RBCGranby, Estrie, Canada- Promoted
Personal Banker Trainee - Granby
TD BankGranby, Estrie, Canada- Promoted
Financial Advisor
BlueShore FinancialGranby, Estrie, CanadaFinancial Planner
BMOCAN,QC,THERESE,SAINTEManager, personal financial services
The Toronto-Dominion Bank (Canada)Québec,Lambert,SaintOperations Planner
JumpGranby, Canada- Promoted
Financial Security Advisor
Desjardins GroupGranby, Estrie, Canada- Promoted
Vice President Sales
iA Financial GroupGranby, Estrie, Canada- Promoted
Acheteur stratégique / Strategic Buyer
ERMCO-ECIGranby, Estrie, Canada- Promoted
Operations Planner
Jump! recruitersGranby, Estrie, Canada- Promoted
Bilingual Disability Case Manager
Sun Life FinancialGranby, Estrie, Canada- Promoted
Acheteur stratégique / Strategic Buyer
GridBridge, Inc.Granby, Estrie, Canada- Promoted
Acheteur stratégique / Strategic Buyer
Pioneer TransformersGranby, Estrie, Canada- Promoted
Senior Manager, Risk and Compliance Consulting
Cyberium GroupGranby, Estrie, Canada- Promoted
Advisor, Investment and Financing
DesjardinsGranby, Estrie, Canada- Owen Sound, ON (from $ 65,625 to $ 381,857 year)
- London, ON (from $ 70,000 to $ 352,579 year)
- Saskatoon, SK (from $ 82,000 to $ 311,334 year)
- Richmond Hill, ON (from $ 72,500 to $ 200,000 year)
- Old toronto, ON (from $ 60,000 to $ 200,000 year)
- Terrebonne, QC (from $ 149,026 to $ 191,217 year)
- Ajax, ON (from $ 149,163 to $ 172,788 year)
- Toronto, ON (from $ 61,000 to $ 170,082 year)
- Delta, BC (from $ 134,733 to $ 163,536 year)
- Richmond, BC (from $ 70,363 to $ 163,536 year)
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Senior Financial Advisor
Huxton BlackGranby, Estrie, Canada- Full-time
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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