Financial Advisor

Leadervest; Courtenay; On-site; CAD 85,000 - 135,000; Full time

Benefits offered by this job

Competitive compensation

Supportive leadership

Job summary

Leadervest in Canada is seeking a seasoned Financial Advisor to join its client-focused team. You will take over an existing book, deliver holistic financial planning, and drive growth through proactive business development.

The role emphasizes investment and insurance solutions, strong client relationships, regular portfolio reviews, and adherence to regulatory standards in a supportive, market-facing coastal community. You will benefit from an established client base and leadership backing.

Qualifications

• Licensed or eligible for Life License Qualification Program (LLQP) 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

Interpersonal communication

Self-motivated

Entrepreneurial mindset

Regulatory compliance

Education

LLQP – preferred

2+ years Financial Advisor experience

Job description

A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.

About the Opportunity

This role offers the chance to take over and grow an existing client base in a supportive, client-focused environment. The successful candidate will provide holistic financial advice, with a focus on investment and insurance solutions tailored to clients’ evolving needs.

Key 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

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

What’s Offered

• Established client base with growth potential
• Competitive compensation structure (details discussed confidentially)
• Supportive leadership and administrative infrastructure
• Opportunity to build long-term presence in a strong community market

This is an excellent opportunity for a licensed advisor seeking stability, growth, and the ability to make a meaningful impact in a vibrant coastal community.