Jobs in Canada

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Added 5 mins ago
MC
Financial Services Associate - Full Time - 6 Month Contract
Meridian Credit Union
Cambridge, ON
- $60,000 to $63,000 CAD / year
- Full-time
Added 5 mins ago
HP
Shipper & Crater
Hammond Power Solutions
Guelph, ON
- Full-time
Added 5 mins ago
AM
Manager, Marketing - AGF Capital Partners
AGF Management
Toronto, ON
- Full-time
Added 5 mins ago
G
Professional Service Consultant
Guesty
Canada
- Full-time
Added 20 mins ago
L
Financial Advisor
Leadervest
Courtenay, BC
- Full-time
A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.
Added 20 mins ago
NB
Banking Advisor
National Bank of Canada
Beloeil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 20 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 20 mins ago
NB
banking advisor
National Bank of Canada
Valleyfield, PE
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 20 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 20 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Marc-des-Carrières, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 20 mins ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 20 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Boucherville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 20 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 20 mins ago
NB
Banking Advisor
National Bank of Canada
Amos, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 20 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Repentigny, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 20 mins ago
TL
Legal Counsel - Disputes & ...
Toronto Lawyers Association
Toronto, ON
- Full-time
Added 20 mins ago
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Vice President Human Resources
Napoleon
Barrie, ON
- Full-time
Added 20 mins ago
TL
Senior Legal Counsel, General ...
Toronto Lawyers Association
Toronto, ON
- Full-time
Added 20 mins ago
Senior Manager, Corporate Security
D2L
Kitchener, ON
Added 20 mins ago
Senior Feasibility Advisor (Fixed Term 12 -18 Months)
Infrastructure Ontario
Toronto, ON
Added 20 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Port Alberni, BC
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 20 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Vancouver, BC
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 20 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
BC · Salt Spring Island, BC
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 20 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Squamish, BC
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 34 mins ago
PC
Project Manager - Building Science
Pinchin Canada
Victoria, BC
- Full-time

Leadervest

Financial Advisor

Courtenay, BC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 9, 2026
Experience: Minimum 2+ years of experience as a Financial Advisor or Investment Advisor
Posting language: English
Posted: Nov 9, 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
Opportunity for Long-Term Community Presence

Visa sponsorship

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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
Entrepreneurial Mindset

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