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 prospect 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 workplace.
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 prospects, and an experienced team that supports long-term professional 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