Financial Advisor

This role is being posted by Navacord on behalf of Waypoint Benefits & Financial Services. Locations : Vancouver, North Vancouver, West Vancouver, Nanaimo, or Comox Valley. POSITION OVERVIEWWaypoint Benefits and Financial Services is on the hunt for an energetic and motivated Financial Advisor to join our dynamic and thriving team! In this pivotal role, you will leverage your expertise in a diverse range of products, including Manulife's product offerings — segregated funds, life insurance, and investments — to guide clients toward securing their financial futures. If you are someone who thrives on building meaningful relationships, has a genuine passion for service, and is actively engaged in your local community, this is your chance to make a lasting impact while advancing in a truly fulfilling career!RESPONSIBILITESTake on a full-client load of diverse clientele from small business owners, corporations, retirees etc.Assist clients will implementing, planning, and maintaining life insurance, investments, funds, estates, succession planning, and wealth managementRetain and source clients through personal connections and leads using excellent interpersonal skillsPrepare and present presentations to existing and potential clients on the services and value of the productsRefer and advise clients of services with Waypoint Insurance on auto, home, and commercial insuranceRepresent and market WBFS to potential clients at industry events and socialsOther duties as required to perform the roleREQUIREMENTSMust be CFP and Life Insurance licensed3+ years of experience in a similar role and / or relevant industry experienceMust be detail oriented and have good verbal and written communication skillsPlanning experience in the industry is an assetA salesperson with a holistic mindset to service our clients as a professional, knowledgeable, and solution-oriented advisorStrong prioritization skills and ability to manage conflicting demands from all areas of the businessIndividual must be self-starter, goal oriented, a quick learner, and have a growth mindsetABOUT USAt Waypoint Benefits & Financial Services (WBFS), we believe that successful and meaningful partnerships are built on understanding. Before offering our expertise, we take the time to listen - to truly understand your needs, goals, and challenges. This approach ensures our teams deliver best-in-class service and solutions uniquely crafted for each client.We offer a complete portfolio of industry-leading services in group benefits and retirement consulting, third-party administration (TPA), wealth management, personal and corporate insurance, and financial and estate planning. For over four decades, our commitment has remained the same : to provide thoughtful, integrated solutions that help our clients thrive.WBFS is the result of the partnership of two of Navacord’s leading partners in Western Canada, Dehoney Financial Group and Arbutus Financial Services. With offices in Vancouver, West Vancouver, Victoria, Nanaimo, Smithers, Courtenay, and Calgary, we have a strong local presence, backed by the depth and resources of a national network.Waypoint Benefits and Financial Services Inc. is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.