Financial Advisor
- Courtenay, BC, Canada
$75,000 to $80,000 CAD / year · Full-time
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Job details
- Pay
- $75,000 to $80,000 CAD / year
- Job type
- Full-time
- Apply by
- Experience
- Minimum 2+ years of experience as a Financial Advisor or Investment Advisor
- Posting language
- English
- Posted
Original 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
- 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
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.
To express interest or learn more, please apply directly or message confidentially for further details.
More about this job
Responsibilities
Provide comprehensive financial planning and investment advice, manage and grow a client book of business, and develop new client relationships. Offer mutual fund and, where licensed, insurance solutions; 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. LLQP is preferred, along with a strong record of client retention and business development, excellent communication skills, an entrepreneurial mindset, and good standing with applicable regulators.
Skills
- Financial Planning
- Investment Advice
- Book Of Business Management
- Business Development
- Mutual Fund Solutions
- Insurance Solutions
- Portfolio Reviews
- Regulatory Compliance
- Client Retention
- Interpersonal Communication
- Self-Motivation
Benefits
- Competitive Compensation
- Supportive Leadership
- Administrative Support
- Opportunity To Build A Long-Term Presence In The Community
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Advisor
- Financial Planning
- Investment Advice
- Mutual Fund License
- LLQP
- Investment Advisor
- Book Of Business
- Business Development
- Client Relationships
- Mutual Funds
- Insurance Solutions
- Portfolio Reviews
- Regulatory Compliance
- Client Retention
- Client Service
- Relationship Management
- Financial Services