Coastal Financial Advisor: Growth & Client Management
Leadervest
Leadervest in Powell River, Canada, is seeking an experienced Financial Advisor to join its team and serve a growing client base within a vibrant coastal community. You will deliver comprehensive financial planning and investment advice, manage and grow an existing book of business, and develop new client relationships through proactive business development.
Mutual fund and insurance solutions may be provided where licensed, with regular portfolio reviews and strict regulatory compliance.
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