Remote Regional Financial Advisor - Virtual Wealth Planning

CU Financial Management Ltd.; Remote; GBP 41,000 - 49,000; Full time

Job summary

A financial services firm in the UK is seeking a Regional Financial Advisor to provide virtual financial planning advice. The ideal candidate should possess a valid Mutual Funds License and a passion for client service. Responsibilities include engaging with clients digitally, servicing mutual fund accounts, and maintaining compliance. Offering a salary between $55,000 to $65,000, this fully remote position emphasizes teamwork and professional growth. Candidates residing in Atlantic Canada are preferred.

Benefits

Performance-based bonuses

Comprehensive benefits

Opportunities for professional growth

Qualifications

• 2+ years of relevant experience required.
• Strong knowledge and passion for financial planning.
• Availability Monday to Friday between 9 am and 5 pm.

Responsibilities

• Provide holistic advice to clients via virtual interactions.
• Service existing mutual fund accounts and facilitate account openings.
• Proactively engage new and existing clients.

Skills

Bilingual in English and French

Strong knowledge of financial planning

Experience in virtual and phone consultations

Understanding of Mutual Fund Industry

Education

Valid Mutual Funds License

Valid Life Insurance License or willingness to obtain

Job description

A financial services firm in the UK is seeking a Regional Financial Advisor to provide virtual financial planning advice. The ideal candidate should possess a valid Mutual Funds License and a passion for client service. Responsibilities include engaging with clients digitally, servicing mutual fund accounts, and maintaining compliance. Offering a salary between $55,000 to $65,000, this fully remote position emphasizes teamwork and professional growth. Candidates residing in Atlantic Canada are preferred.