Financial Advisor

About the Company A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team. About the Role This role offers the chance to take over and grow an existing client base in a supportive, client-focused environment. The successful candidate will provide holistic financial advice, with a focus on investment and insurance solutions tailored to clients’ evolving needs. Responsibilities Deliver comprehensive financial planning and investment advice Manage and grow an existing 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 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 (details discussed confidentially).

The role involves providing holistic financial planning and investment advice while managing and growing an existing client base. The advisor will deliver mutual fund and insurance solutions and conduct regular portfolio reviews to ensure regulatory compliance.

Candidates must possess a Mutual Fund License and have at least 2 years of experience as a Financial or Investment Advisor. An LLQP certification is preferred, along with a strong track record in business development and client retention.

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Client Retention
• Business Development
• Interpersonal Skills
• Communication Skills
• Entrepreneurial Mindset
• Financial Planning
• Investment Advice
• Relationship Management

• Finance & Accounting
• Sales
• Consulting

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

25 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Associate

Mode de candidature

La candidature directe est offerte