Financial Advisor

Courtenay, BC
On-site
Posted Sep 27, 2026
1 position

$75,000–$80,000 / year

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Employment type: Full-time
Experience level: Mid-level · 2+ years
Posting language: English
Working hours: 40 hours per week
Seniority: Mid-Senior level
Application method: Direct apply is available

Job summary

Provide comprehensive financial planning and investment advice, manage and grow a client book of business, and develop new client relationships. Offer mutual fund and, where licensed, insurance solutions; conduct portfolio reviews, maintain regulatory compliance, and deliver strong client service.

Job details

A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team. Key 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 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 What’s Offered Competitive compensation structure (base salary + commissions) 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.

What you’ll do

Requirements

A mutual fund license and at least two years of experience as a Financial Advisor or Investment Advisor are required. LLQP is preferred, along with a strong record of client retention and business development, excellent communication skills, an entrepreneurial mindset, and good standing with applicable regulators.