Connexion Inscription gratuite
Postuler

Publié avant-hier

Financial Advisor

@ Leadervest

Toutes ses offres

Courtenay, Colombie-Britannique

Temps plein2+ ans d’expérience
Postuler
SIGNAUX

En bref

Leadervest is hiring an experienced Financial Advisor for a full-time role managing and growing a book of business. The work covers financial planning, investment advice, mutual fund and where licensed insurance solutions, plus proactive business development. The posting requires a Mutual Fund License and at least 2 years of advisor experience, with base salary plus commissions.

Responsabilités :

  • Deliver financial planning and investment advice
  • Manage and grow a book of business
  • Develop new client relationships
  • Provide mutual fund and insurance solutions
  • Conduct portfolio reviews and ensure compliance

Résumé des exigences :

  • Mutual Fund License (required)
  • LLQP preferred
  • Minimum 2+ years as Financial or Investment Advisor
  • Strong client retention and business development record
  • Excellent interpersonal and communication skills
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-11-08
Première détection par notre source
2026-11-10
Mise à jour du dossier source
2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineVentes
Expérience2 an(s) et plus
Heures par semaine40 (estimé)
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur modéré
LanguesEnglish
Permis et certificationsMutual Fund License, LLQP

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Postuler

Leadervest

Toutes ses offres
ChampValeur
Offres sur Jobsy1
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.

Emplois semblables

  • Financial Advisor

    Burnaby, BC
    Temps plein

    Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

    Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02

    2+ ansCandidates need a valid mutual funds accreditation and the Canadian Securities Institute designation for their province (DFSA outside Quebec, Certificate of Achievement in Personal Finance in Quebec). They also need 2-3 years of financial services sales experience, digital literacy and a record of building client trust.

    laptop, smartphone, tablet

    Financial Advisor

    Burnaby, BC
    Temps plein

    Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

    Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02

    2+ ansCandidates need a valid mutual funds accreditation and the Canadian Securities Institute designation for their province (DFSA outside Quebec, Certificate of Achievement in Personal Finance in Quebec). They also need 2-3 years of financial services sales experience, digital literacy and a record of building client trust.

    laptop, smartphone, tablet

  • Financial Advisor - Vernon, BC

    Vernon, BC

    Scotiabank

    Candidates need a drive to build customer relationships, a proven record of meeting or exceeding sales targets, and a Mutual Funds licence. Working toward the CIFP Diploma is also required.

    Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership

    Financial Advisor - Port Moody BC

    Port Moody, BC

    Scotiabank

    Candidates need a Mutual Funds licence, a drive to build relationships, a record of meeting sales targets and the ability to solve customer needs. Working toward the CIFP Diploma is required.

    Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership

    Financial Advisor - Broadway & Commercial Branch, Vancouver, BC

    Vancouver, BC

    Scotiabank

    Candidates need a drive to build customer relationships and deliver excellent service, a proven record of meeting sales targets in a fast-paced setting, and a Mutual Funds licence while working toward the CIFP Diploma.

    Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership

  • Financial Advisor - CIRO-MFD/AMF (Urban)

    Richmond, BC
    Temps plein

    Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

    1+ ansCandidates need 1 to 3 years of experience giving financial advice and building client relationships. They must hold CIRO-MFD accreditation and, for Quebec, AMF licensing with CIFC or CSC and Registered Retirement Consultant (RRC) status.

  • Financial Advisor (Woodgrove Branch)

    Nanaimo, BC

    First West

    2+ ansCandidates need a college or tech diploma, a Mutual Funds License, and two years in a member advisor role or equivalent. They must identify member needs, manage their own workload, and be proficient in Microsoft Office and banking software.

    Microsoft Office, banking software

    Senior Financial Advisor (Chemainus Branch)

    Chemainus, BC

    First West

    2+ ansCandidates need a two-year college or tech school diploma or equivalent experience, a Mutual Funds License and 2-3 years as a financial advisor. Strong advisory, sales and relationship skills, computer proficiency and sound judgment about risk and policy are required.

    Microsoft Office, banking software

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.