Financial Advisor

Leadervest; Courtenay; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Base salary + commissions

Supportive leadership

Community market presence

Job summary

Leadervest is seeking an experienced Financial Advisor to deliver comprehensive financial planning and investment guidance in a growing Canadian firm. You will manage a book of business, develop new client relationships, and provide mutual fund and insurance solutions where licensed.

The role emphasizes portfolio reviews, regulatory compliance, and exceptional client service in a vibrant coastal community. Suitable for licensed advisors seeking stability and growth in the Comox Valley region.

Qualifications

• Minimum 2+ years of experience as a Financial Advisor or Investment Advisor
• LLQP - Life License Qualification Program preferred
• 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 relationship management

Business development

Communication skills

Entrepreneurial mindset

Education

LLQP (Life License Qualification Program)

Job description

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

Key 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

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

• Competitive compensation structure (base salary + commissions)
• 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.