Posted 2 days ago
Financial Advisor
@ Leadervest
Courtenay, British Columbia
Overview
Leadervest is hiring an experienced Financial Advisor for a full-time role managing and growing a book of business. The work covers financial planning, investment advice, mutual fund and where licensed insurance solutions, plus proactive business development. The posting requires a Mutual Fund License and at least 2 years of advisor experience, with base salary plus commissions.
Responsibilities:
- Deliver financial planning and investment advice
- Manage and grow a book of business
- Develop new client relationships
- Provide mutual fund and insurance solutions
- Conduct portfolio reviews and ensure compliance
Requirements summary:
- Mutual Fund License (required)
- LLQP preferred
- Minimum 2+ years as Financial or Investment Advisor
- Strong client retention and business development record
- Excellent interpersonal and communication skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-11-08
- First seen by our source
- 2026-11-10
- Source record updated
- 2026-11-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer moderate |
| Languages | English |
| Licences & certifications | Mutual Fund License, LLQP |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Leadervest
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
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 good standing with applicable regulatory bodies
What’s Offered
- Competitive compensation structure (base salary + commissions)
- Supportive leadership and administrative infrastructure
- Opportunity to build long-term presence in a strong community market
This is an excellent opportunity 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.
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