Financial Advisor (Ontario)

Financial Advisor (Ontario)

30 Sep
|
Leadervest
|
Ontario

30 Sep

Leadervest

Ontario

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

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

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 valuable standing with applicable regulatory bodies

Required Skills
Strong 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 (base salary + commissions).

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📌 Financial Advisor (Ontario)
🏢 Leadervest
📍 Ontario

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