A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.
About the Role This role offers the chance to take over and grow an existing client base in a supportive, client-focused environment. The successful candidate will provide holistic financial advice, with a focus on investment and insurance solutions tailored to clients’ evolving needs.
Responsibilities Deliver comprehensive financial planning and investment advice
Manage and grow an existing book of business
Develop new 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 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
Required Skills Robust track record of client retention and business development, Excellent interpersonal and communication skills, Self-motivated with an entrepreneurial mindset.
Pay range and compensation package Competitive compensation structure (details discussed confidentially).

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📌 Financial Advisor (Ontario)
🏢 Leadervest
📍 Ontario