Financial Advisor

Leadervest; Powell River; On-site; CAD 55,000 - 90,000; Full time

Benefits offered by this job

Established client base

Competitive compensation

Supportive leadership

Community presence

Job summary

Leadervest is seeking an experienced Financial Advisor to take over and grow an existing client base in a supportive, client-focused environment. The role focuses on holistic financial advice with investment and insurance solutions tailored to evolving client needs.

Responsibilities include delivering planning and investment guidance, growing the book of business, and developing new client relationships. This opportunity offers stability, growth potential, and a meaningful impact in a vibrant

Qualifications

• LLQP license preferred.
• 2+ years as Financial Advisor or Investment Advisor.
• Strong client retention and business development.
• Excellent interpersonal and communication skills.
• Self-motivated with entrepreneurial mindset.
• In good standing with 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

Client relationship

Communication skills

Self-motivation

Entrepreneurial mindset

Education

LLQP license (preferred)

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.