Financial Advisor (Courtenay)

Financial Advisor (Courtenay)

16 Oct
|
Leadervest
|
Courtenay

16 Oct

Leadervest

Courtenay

A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.Key ResponsibilitiesDeliver comprehensive financial planning and investment adviceManage and grow a book of businessDevelop current client relationships through proactive business developmentProvide mutual fund and (where licensed) insurance solutionsConduct regular portfolio reviews and ensure regulatory complianceMaintain high standards of client service and relationship managementQualificationsLLQP (Life License Qualification Program) - preferredMinimum 2+ years of experience as a Financial Advisor or Investment AdvisorStrong track record of client retention and business developmentExcellent interpersonal and communication skillsSelf-motivated with an entrepreneurial mindsetIn good standing with applicable regulatory bodiesWhat's OfferedCompetitive compensation structure (base salary + commissions)Supportive leadership and administrative infrastructureOpportunity to build long-term presence in a strong community marketThis is an excellent opportunity for a licensed advisor seeking stability, growth, and the ability to make a meaningful impact in a vibrant coastal community.

📌 Financial Advisor (Courtenay)
🏢 Leadervest
📍 Courtenay

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