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Added 12 mins ago
BT
Client Service & Intake Administrator
Baker Tilly Canada
Iqaluit, NU
- Full-time
Added 12 mins ago
BT
Senior Accountant
Baker Tilly Canada
Thompson, MB
- Full-time
We are looking for a Senior Accountant to join our team in Thompson, Manitoba - this is a role where your expertise will drive meaningful outcomes, and your ambition will help shape what…
Added 12 mins ago
BT
Manager, Private Enterprise Services
Baker Tilly Canada
Peterborough, ON
- Full-time
Added 12 mins ago
BT
Accounting Technician, Private Enterprise
Baker Tilly Canada
Dartmouth, NS
- Full-time
Added 12 mins ago
BT
Senior Accountant - Internal Services
Baker Tilly Canada
Windsor, ON
- Full-time
The Senior Accountant supports the internal finance department by executing day to day accounting processes and delivering accurate, review ready financial information. This role is hands…
Added 12 mins ago
BC
Associate – Operations
Beedie Capital
Vancouver, BC
- $70,000 to $90,000 CAD / year
- Full-time
Added 12 mins ago
B
Procurement Coordinator, Industrial
Beedie
Burnaby, BC
- $65,000 to $80,000 CAD / year
- Full-time
Added 12 mins ago
S
Project Estimator
Sedgman
Vancouver, BC
- Full-time
Added 12 mins ago
B
Senior Law Clerk
Brookfield
Toronto, ON
- Full-time
Added 12 mins ago
C
Cleaner
CLEANER
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Added 12 mins ago
UO
Manager, School of Pharmaceutical Sciences
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Added 12 mins ago
UO
CUPE - Hiver 2027 - TA - ECO4185 B00
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Ottawa, ON · Social Sciences Building
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Added 12 mins ago
D
Senior Advisor, Business strategies
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Montreal, QC · Quebec, QC · Complexe Desjardins Montréal
- Full-time
Added 12 mins ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Calgary, AB · Mississauga, ON · Toronto, ON · Levis, QC · Montreal, QC · Quebec, QC
- Full-time
Added 12 mins ago
D
Associate Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
Added 12 mins ago
C
Consultant, Salesforce Development
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Toronto, ON
- Full-time
Added 12 mins ago
C
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Toronto, ON
- Full-time
Added 12 mins ago
BA
Senior Law Clerk
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Toronto, ON · Brookfield Place
- Full-time
Added 12 mins ago
Compensation & Benefits Advisor
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
Added 12 mins ago
Analyst, Total Rewards - Maternity Leave Replacement
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
Added 28 mins ago
PAYROLL PROGRAM ASSISTANT 1
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Added 28 mins ago
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ON · Toronto, ON
Added 28 mins ago
Senior Financial Analyst
Rogers Communications
Brampton, ON
Added 28 mins ago
Manager, Finance
Rogers Communications
Toronto, ON
Added 28 mins ago
Senior Analyst, Client Reporting Development Team
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC

Leadervest

Financial Advisor

Courtenay, BC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 24, 2026
Experience: Minimum 2+ years of experience as a Financial Advisor or Investment Advisor
Posting language: English
Posted: Oct 25, 2026

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.

Apply About employer

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Advisor
Investment Advisor
Financial Planning
Investment Advice
Mutual Fund License
LLQP
Mutual Funds
Insurance
Business Development
Client Relationships
Book Of Business
Portfolio Reviews
Regulatory Compliance
Client Retention
Client Service
Relationship Management

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