Coastal Financial Advisor: Growth & Client Management

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

Job summary

Leadervest in Powell River, Canada, is seeking an experienced Financial Advisor to join its team and serve a growing client base within a vibrant coastal community. You will deliver comprehensive financial planning and investment advice, manage and grow an existing book of business, and develop new client relationships through proactive business development.

Mutual fund and insurance solutions may be provided where licensed, with regular portfolio reviews and strict regulatory compliance.

Qualifications

• LLQP (Life License Qualification Program) –preferred
• Minimum 2+ years of experience as a 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 an existing 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

LLQP

Client retention

Business development

Interpersonal communication

Self-motivated

Regulatory compliance

Job description

Leadervest in Powell River, Canada, is seeking an experienced Financial Advisor to join its team and serve a growing client base within a vibrant coastal community. You will deliver comprehensive financial planning and investment advice, manage and grow an existing book of business, and develop new client relationships through proactive business development.

Mutual fund and insurance solutions may be provided where licensed, with regular portfolio reviews and strict regulatory compliance.