Financial Advisor

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

Job summary

Leadervest is seeking an experienced Financial Advisor to join its team in a role focused on taking over and growing an existing client base. You will provide holistic financial advice with emphasis on investment and insurance solutions tailored to clients' evolving needs.

The successful candidate will deliver comprehensive financial planning, manage a growing book of business, and develop new client relationships through proactive business development, while maintaining regulatory compliance

Qualifications

• LLQP license preferred; must be in good standing.
• Minimum 2+ years as Financial Advisor or Investment Advisor.
• Proven client retention and business development track record.
• Excellent interpersonal and communication skills.
• Self-motivated with entrepreneurial mindset.
• Regulatory compliance awareness.

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

Relationship building

Business development

Communication

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.

About the Role

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.

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

Required Skills

Strong track record of client retention and business development, Excellent interpersonal and communication skills, Self-motivated with an entrepreneurial mindset.

Pay range and compensation package

Competitive compensation structure (details discussed confidentially).