Accounting & Finance

Financial Advisor

Leadervest

London · On · Canada

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 good 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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Reference: WJ-291_11354294

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