Job Description
Our client, a well-established and growing organization on Vancouver Island , is seeking a licensed Advisor to join their team in the Courtenay and Comox, BC area . This is a confidential opportunity for a client-focused professional with both insurance and investment licensing , who enjoys building long-term relationships and delivering holistic advice.
The Advisor will support individuals and small business clients through tailored financial, insurance, and investment solutions, while contributing to the firm’s continued growth in the region through outbound sales activities.
Advisor – Key Responsibilities
- Act as a trusted Advisor to clients, providing ongoing financial, insurance, and investment guidance
- Assess client needs and recommend appropriate solutions across insurance and mutual fund products
- Manage and grow long-term client relationships through proactive, high-touch service
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