Financial Advisor/ Senior Financial Advisor Jobs in Calgary, Alberta, Canada
Create alert for “Financial Advisor/ Senior Financial Advisor”
Calgary, Alberta, Canada
About the role
A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team with the Windsor-London area. This is a confidential search for a relationship-driven professional who is passionate about helping clients achieve long-term financial success. About the Opportunity
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.
Key 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 5+ 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
Established client base with growth potential Competitive compensation structure (details discussed confidentially) 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.
Not the right fit? Search for Financial Advisor jobs in London, Ontario, Canada
About Leadervest
At Leadervest Executive Search & Recruitment, we believe in investing in leaders.
Leadervest is a boutique executive search firm and executive recruitment agency specializing in executive search, retained search, leadership hiring, C-suite hiring, confidential search, headhunting, and professional recruitment across Toronto, New York, Canada, the United States, and North America.
We help organizations hire the top 1% of talent by providing access to the top 99% of the talent market through executive search, market mapping, outbound recruiting, competitor talent mapping, and proactive headhunting strategies. We specialize in securing passive candidates and high-performing leaders that traditional recruiting firms, staffing agencies, and contingency recruiters often cannot access.
Our executive recruiters hire CEOs, Presidents, COOs, CFOs, CIOs, CTOs, CHROs, CROs, CMOs, EVPs, SVPs, Vice Presidents, Directors, General Managers, and leadership teams across sales, marketing, operations, finance, accounting, HR, technology, engineering, manufacturing, and executive management.
We recruit across private equity, SaaS, software, technology, financial services, insurance, wealth management, asset management, fintech, technology, AI, banking, accounting, public accounting, professional services, marketing, legal, healthcare, pharmaceuticals, manufacturing, industrial, food processing, consumer packaged goods (CPG), supply chain, real estate, construction, and mining.
Known for speed, quality, and precision, we regularly deliver five qualified candidates in three days on leadership and executive search mandates.
Leadervest is led by Ross Campbell, Managing Partner and one of North America’s top 1% of multi-million-dollar annual billing executive recruiters, with nearly 20 years of executive search and recruitment experience.
If you want to hire top talent, connect with Leadervest Executive Search & Recruitment at Leadervest.com and experience the difference.