31 Aug
|
Leadervest
|
British Columbia
31 Aug
Leadervest
British Columbia
Leadervest, a well-established financial services firm in Canada, is seeking an experienced Financial Advisor to join its team in Courtenay. The role focuses on taking over an existing client base and delivering holistic financial planning, with emphasis on investments and insurance solutions.
You will manage and grow the book, develop current client relationships, conduct regular portfolio reviews, and ensure regulatory compliance while maintaining high service standards in a vibrant coastal
#J-18808-Ljbffr
📌 Financial Advisor — Grow Your Book & Impact (British Columbia)
🏢 Leadervest
📍 British Columbia