Join a growing financial services firm as a Financial Advisor, focusing on investment and insurance solutions in a supportive, client-centric environment. This role allows you to manage an existing client base while providing holistic financial advice.

In this position, you will leverage your experience to deliver comprehensive financial planning and investment strategies. With a focus on client retention and proactive business development, you will foster new relationships and ensure regulatory compliance. A minimum of 2 years as a Financial Advisor or Investment Advisor is essential for success in this role.

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 insurance solutions where licensed
• Conduct regular portfolio reviews and ensure compliance

Requirements:
• LLQP (Life License Qualification Program) preferred
• Minimum 2+ years as a Financial Advisor
• Strong record of client retention and business growth
• Excellent interpersonal and communication skills
• Self-motivated with an entrepreneurial mindset

Make a significant impact in your community as a trusted Financial Advisor.
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📌 Financial Advisor for Established Client Base (British Columbia)
🏢 Leadervest
📍 British Columbia