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Financial Advisor

  • Powell River, BC
  • On-site
  • Posted Sep 30, 2026
  • 1 position

$75,000–$85,000 / 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 an existing client portfolio, 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 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 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.

What you’ll do

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

Requirements

Candidates must hold a Mutual Fund License and have at least two years of experience as a Financial Advisor or Investment Advisor. 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.

Benefits

  • Established Client Base With Growth Potential
  • Competitive Compensation
  • Supportive Leadership
  • Administrative Support
  • Opportunity For Long-Term Community Presence

Listed skills

  • Regulatory Compliance · Preferred
  • Financial planning · Preferred
  • Client Relationship Management · Preferred
  • interpersonal communication · Preferred
  • Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Financial Planning
  • Investment Advice
  • Portfolio Management
  • Client Relationship Management
  • Business Development
  • Mutual Fund Solutions
  • Insurance Solutions
  • Regulatory Compliance
  • Client Retention
  • Interpersonal Communication
  • Self-Motivation

Job areas

  • Finance & Accounting
  • Sales
  • Customer Service & Support

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