Financial Advisor

Industry: Wealth Management & Insurance Location: Vancouver Island, BC Work: Hybrid (client-facing) Comp: $75K-$90K base + commissions We are seeking a motivated and client-focused Financial Advisor to join an established wealth management and insurance team on Vancouver Island, British Columbia. This is an excellent opportunity for an advisor who enjoys building long-term client relationships, providing personalized financial guidance, and growing their own book of business within a supportive and established environment. The successful candidate will work closely with clients to understand their financial goals and provide appropriate investment and insurance solutions. You’ll have access to a warm client base, referral opportunities, and an experienced team that supports long-term professional growth. Must Have Mutual Fund Licence CFP, QAFP or PFA preferred LLQP can be obtained shortly after joining Responsibilities Investment advice Life insurance sales Business development Warm lead follow-up Referral generation Selling Points Warm client base Excellent commissions Long-tenured team Community-focused culture Skills: insurance,base,wealth management,management,investment

The advisor will provide personalized investment and insurance solutions to help clients achieve their financial goals. Key duties include business development, managing a warm client base, and generating referrals.

Candidates must hold a Mutual Fund Licence, with CFP, QAFP, or PFA designations preferred. The LLQP certification should be obtainable shortly after joining.

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

• Insurance
• Wealth Management
• Investment Advice
• Business Development
• Client Relationship Management
• Life Insurance Sales
• Referral Generation

• Finance & Accounting
• Sales
• Consulting

Formation minimale

Diplôme professionnel

Expérience minimale

5+ ans

Postuler avant le

8 févr. 2027

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte