A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team. This is a confidential search for a relationship-driven qualified who is passionate about helping clients achieve long-term financial success.

About the Chance

This role offers the chance to take over and grow an existing client base in a supportive, client-focused workplace. The successful candidate will provide holistic financial advice, with a focus on investment and insurance solutions tailored to clients’ evolving needs.

Key Responsibilities
Deliver comprehensive financial planning and investment advice
Manage and grow an existing book of business
Develop recent 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
Established client base with growth potential
Competitive compensation structure (details discussed confidentially)
Supportive leadership and administrative infrastructure
Opportunity to build long-term presence in a strong community market

This is an excellent prospect 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.

📌 Financial Advisor Courtenay
🏢 Leadervest
📍 Courtenay