A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.

Key Responsibilities
Deliver comprehensive financial planning and investment advice
Manage and grow a 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
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 positive standing with applicable regulatory bodies

What’s Offered
Competitive compensation structure (base salary + commissions)
Supportive leadership and administrative infrastructure
Prospect 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