Financial Advisor
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.
- Hybrid
- Nanaimo, BC
- Posted Aug 12, 2026
- Apply by Feb 8, 2027
- 1 position
Job summary
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
What you’ll do
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.
Requirements
Candidates must hold a Mutual Fund Licence, with CFP, QAFP, or PFA designations preferred. The LLQP certification should be obtainable shortly after joining.
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Insurance
- Wealth Management
- Investment Advice
- Business Development
- Client Relationship Management
- Life Insurance Sales
- Referral Generation
Job areas
- Finance & Accounting
- Sales
- Consulting
Additional details
- Minimum education
- Professional degree
- Minimum experience
- 5+ years
- Apply by
- Feb 8, 2027
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level
- Application method
- Direct apply is available