13 Aug
|
TheCorporate
|
Nanaimo
13 Aug
TheCorporate
Nanaimo
Industry: Wealth Management & Insurance
Location: Vancouver Island, BC
Work: Hybrid (client-facing)
Comp: $75K-$90K base + commissions
We are seeking a motivated and client-focused Financial Advisor to join an established wealth management and insurance team on Vancouver Island, British Columbia.
This is an excellent opportunity for an advisor who enjoys building long-term client relationships, providing personalized financial guidance, and growing their own book of business within a supportive and established environment.
The successful candidate will work closely with clients to understand their financial goals and provide appropriate investment and insurance solutions. You’ll have access to a warm client base, referral opportunities, and an experienced team that supports long-term skilled growth.
Must Have
- Mutual Fund Licence
- CFP, QAFP or PFA preferred
- LLQP can be obtained shortly after joining
Responsibilities
- Investment advice
- Life insurance sales
- Business development
- Warm lead follow-up
- Referral generation
Selling Points
- Warm client base
- Excellent commissions
- Long-tenured team
- Community-focused culture
Skills: insurance,base,wealth management,management,investment
📌 Financial Advisor (Nanaimo)
🏢 TheCorporate
📍 Nanaimo