Financial Advisor

TheCorporate; Nanaimo; Hybrid; CAD 75,000 - 90,000; Full time

Benefits offered by this job

Warm client base

Excellent commissions

Long-tenured team

Community-focused culture

Job summary

TheCorporate on Vancouver Island, British Columbia is seeking a Financial Advisor to help clients achieve their goals through investment and insurance solutions. You will leverage a warm client base and an established team to grow your own book of business in a hybrid, client-facing role.

You will provide personalized financial guidance, service existing relationships, and develop new referrals within a supportive environment focused on long-term client growth.

Qualifications

• Mutual Fund Licence is required.
• CFP, QAFP or PFA preferred.
• LLQP can be obtained shortly after joining.

Responsibilities

• Investment advice
• Life insurance sales
• Business development
• Warm lead follow-up
• Referral generation

Skills

Wealth management

Investment

Insurance

Client relationships

Education

Mutual Fund Licence

CFP

QAFP

PFA

LLQP

Job description

Comp: $75K-$90K base + commissions

We are seeking a motivated and client-focused

Industry: Wealth Management & Insurance

Location: Vancouver Island, BC

Work: Hybrid (client-facing)

Comp: $75K-$90K base + commissions

We are seeking a motivated and client-focused Financial Advisor to join an established wealth management and insurance team on Vancouver Island, British Columbia.

This is an excellent opportunity for an advisor who enjoys building long-term client relationships, providing personalized financial guidance, and growing their own book of business within a supportive and established environment.

The successful candidate will work closely with clients to understand their financial goals and provide appropriate investment and insurance solutions. You'll have access to a warm client base, referral opportunities, and an experienced team that supports long-term professional growth.

Must Have

• Mutual Fund Licence
• CFP, QAFP or PFA preferred
• LLQP can be obtained shortly after joining

Responsibilities

• Investment advice
• Life insurance sales
• Business development
• Warm lead follow-up
• Referral generation

Selling Points

• Warm client base
• Excellent commissions
• Long-tenured team
• Community-focused culture

Skills: insurance,base,wealth management,management,investment