CF

Christianson Financial Limited

Verified Job Source

We are the destination of our clients for all their financial needs.

Halifax, Nova Scotia

Financial Services
1–10 people

About

At Christianson Financial we are dedicated to streamlining your wealth management journey, making it straightforward and convenient. At Christianson Financial, we simplify our client’s financial management decisions, and guide them in making positive choices to achieve financial security. Christianson Financial is committed to acting with honesty and integrity, developing strong bonds of trust, establishing value and creating lifelong relationships with our clients. We place our clients’ interests ahead of our own – without exception.

Open positions

Financial Planner

On-site · Halifax

Meet with clients to develop, review, and update financial plans covering retirement, tax, estate, and insurance needs, and serve as the ongoing planning contact for assigned clients. Support new-client onboarding, coordinate accurate account changes with Operations, document plans and client records, and collaborate on service initiatives and process improvements.