Client-Focused Financial Advisor | Grow Your Book

Leadervest; London; On-site; CAD 60,000 - 90,000; Full time

Job summary

Leadervest, a well-established financial services firm in Ontario, seeks an experienced Financial Advisor to deliver comprehensive financial planning and investment advice, manage a growing book, and develop new client relationships.

The role involves providing mutual fund and insurance solutions (where licensed), conducting portfolio reviews, ensuring regulatory compliance, and maintaining high standards of client service; base salary plus commissions reflects performance and growth.

Qualifications

• LLQP certification (preferred) or ability to obtain license.
• Minimum 2+ years of experience as Financial Advisor or Investment Advisor.
• Strong track record of client retention and business development.
• Excellent interpersonal and communication skills.
• Self-motivated with an entrepreneurial mindset.
• In good standing with applicable regulatory bodies.

Responsibilities

• Deliver comprehensive financial planning and investment advice.
• Manage and grow a book of business.
• Develop new client relationships through proactive business development.
• Provide mutual fund and (where licensed) insurance solutions.
• Conduct regular portfolio reviews and ensure regulatory compliance.
• Maintain high standards of client service and relationship management.

Skills

Client retention

Business development

Interpersonal communication

Self-motivation

Entrepreneurial mindset

Education

LLQP (Life License Qualification Program)

Job description

Leadervest, a well-established financial services firm in Ontario, seeks an experienced Financial Advisor to deliver comprehensive financial planning and investment advice, manage a growing book, and develop new client relationships.

The role involves providing mutual fund and insurance solutions (where licensed), conducting portfolio reviews, ensuring regulatory compliance, and maintaining high standards of client service; base salary plus commissions reflects performance and growth.