Join a thriving financial services firm as a Financial Advisor in a vibrant coastal community. Utilize your expertise to deliver financial planning and investment advice while growing client relationships.This role requires a minimum of 2 years in financial or investment advising, with a strong focus on developing recent business. You will provide comprehensive financial solutions, manage your book of business, and ensure compliance during portfolio reviews. High standards of client service and relationship management are essential for success.Key Responsibilities:Deliver comprehensive financial planning and investment adviceManage and grow a personal book of businessDevelop new client relationships via proactive outreachProvide insurance solutions where licensed and mutual fund adviceConduct regular portfolio reviews ensuring regulatory complianceRequirements:LLQP preferred for financial advisory rolesMinimum 2+ years as a Financial AdvisorProven client retention and business development skillsExcellent communication and interpersonal abilitiesSelf-motivated with an entrepreneurial spiritBring your financial expertise to a firm dedicated to growth and stability in a supportive community.

📌 Coastal Community Financial Advisor (Courtenay)
🏢 Leadervest
📍 Courtenay