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Added 4 mins ago
Research Director, IT Financial Management
Info-Tech Research Group
Canada
Full-time
The ITFM (IT Financial Management) practice helps IT leaders around the world answer a hard question with evidence: how does our technology spend compared to our peers, and where should we…
Added 4 mins ago
Delivering Deal Value Manager
Pwc Canada
Montreal, QC
Full-time
…investments. You will be responsible for conducting valuations, financial…
Added 18 mins ago
Associate
RBC Dominion Securities
Toronto, ON
Full-time
…management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth…
Added 18 mins ago
Business Development Director, Individual Insurance - Ontario
Humania Assurance Inc.
ON · Ontario, Canada
Full-time
Financial Security: Take advantage of a defined benefit pension plan designed to provide long-term financial peace of mind.
Added 18 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
AB · Edmonton, AB
Full-time
Added 18 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Quebec, QC · Greater Quebec City Metropolitan Area
Full-time
Added 18 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Halifax, NS
Full-time
Added 18 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Montreal, QC
Full-time
Added 18 mins ago
Senior Analytics Engineer
Securian Canada
Toronto, ON
$100,000 to $130,000 CAD / year
Full-time
Added 18 mins ago
Manager, Branch Administrator
Richardson Wealth
Ottawa, ON
Full-time
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 18 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Vancouver, BC
Full-time
Added 19 mins ago
Financial Controller
Dunn Group
Vancouver, BC
Full-time
Build the Financial Engine. Strengthen Communication. Enable Growth.
Added 34 mins ago
ScotiaMcLeod Administrative Associate - St John's
Scotiabank
St. John's, NL
…grow and protect their wealth by understanding their complete financial picture - life, family, business, and…
Added 34 mins ago
Financial Advisor - Sault Ste. Marie, ON (37.5 hours/week)
Scotiabank
Sault Ste. Marie, ON
Added 34 mins ago
Business Advisor - Whistler, BC
Scotiabank
Whistler, BC
Added 34 mins ago
Senior Consultant, Digital
Hatch
Mississauga, ON
Added 48 mins ago
Manager, Ease Cloud Accounting Services
ACCA Careers
Brandon, MB
Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll use cutting-edge technology to deliver a full suite of…
Added 48 mins ago
Financial Consultant - Rivers
Brandon University
Rivers, MB
Full-time
Reporting to the Branch Manager, the Financial Consultant plays a key role in deepening member relationships by delivering proactive, personalized ad
Added 48 mins ago
Associate Financial Consultant - McTavish
Brandon University
Brandon, MB
Full-time
Reporting to the Branch Manager, the Associate Financial Consultant plays a vital role in supporting members with their everyday bankin
Added 48 mins ago
Delivering Deal Value Manager
PwC Canada
Montréal-Ouest, QC
Full-time
Added 48 mins ago
Client Director
helloDarwin
Montreal, QC
Full-time
Added 48 mins ago
Gestionnaire de la conformité douanière/ Customs Compliance Manager
MEDLOG Transport & Logistics
Montreal, QC
Full-time
…and drive continuous improvement across team processes and financial…
Added 49 mins ago
Senior IT Audit Manager
BMO
Toronto, ON · FCP
Full-time
Added 49 mins ago
Individual Insurance and Financial Services Sales Representative
Beneva
Mississauga, ON
Full-time
As the Individual Insurance and Financial Services Sales Representative, you will report to the Regional Vice President, Individual Insurance and Investment Products – Ontario & Atlantic…
Added 49 mins ago
Life Insurance Sales Director
Beneva
Toronto, ON
Full-time
Individual Insurance and Financial Services Sales Representative

Leadervest

Financial Advisor

London, ON, Canada

Job type: Full-time
Apply by: Oct 25, 2026
Experience: Minimum 2+ years of experience as a Financial Advisor or Investment Advisor
Posting language: English
Posted: Sep 25, 2026

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Original job description

About the Company

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

Mutual Fund License (required)
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).

Apply About employer

More about this job

Responsibilities

Provide comprehensive financial planning and investment advice, including mutual fund and, where licensed, insurance solutions tailored to clients’ needs. Manage and grow an existing client base, develop new relationships, conduct portfolio reviews, maintain regulatory compliance, and deliver strong client service.

Requirements

A Mutual Fund License and at least two years of experience as a Financial Advisor or Investment Advisor are required; an LLQP is preferred. Candidates should have a strong record of client retention and business development, excellent communication skills, an entrepreneurial mindset, and good standing with applicable regulatory bodies.

Skills

Financial Planning
Investment Advice
Business Development
Client Retention
Mutual Fund Solutions
Insurance Solutions
Portfolio Reviews
Regulatory Compliance
Interpersonal Communication
Self-Motivation
Entrepreneurial Mindset

Visa sponsorship

Not detected in the job text

Keywords

Financial Advice
Financial Planning
Investment Advice
Mutual Fund License
LLQP
Life Insurance
Mutual Funds
Insurance Solutions
Client Retention
Business Development
Portfolio Reviews
Regulatory Compliance
Financial Services
Insurance

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