Regional Financial Advisor

CU Financial Management; Charlottetown; Remote; CAD 55,000 - 65,000; Full time

Job summary

Join a forward-thinking company dedicated to empowering individuals and communities through exceptional financial planning services. As a Regional Financial Advisor, you will guide clients on their financial journeys, providing personalized advice and a compelling virtual experience. This innovative firm values ethics, responsibility, and community, offering a supportive and flexible work environment that fosters professional growth. With a competitive salary, performance-based bonuses, and recognition as one of Atlantic Canada's Best Places to Work, this is an exciting opportunity for those passionate about making a meaningful impact in clients' financial lives.

Benefits

Competitive Salary

Performance-Based Bonuses

Comprehensive Benefits

Professional Growth Opportunities

Flexible Work Environment

Qualifications

• Bachelor's degree or 2+ years of relevant experience required.
• Valid Mutual Funds and Life Insurance licenses needed.

Responsibilities

• Provide holistic advice to clients over the phone and virtually.
• Ensure compliance while maintaining an organized workplace.

Skills

Financial Planning

Customer Service

Communication Skills

Sales Skills

Education

Bachelor's Degree

Relevant Experience (2+ years)

Tools

CRM Software

Job description

2 days ago Be among the first 25 applicants

Direct message the job poster from CU Financial Management

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.

Location: Atlantic Canada (Remote) – Only candidates residing in Atlantic Canada will be considered.

CU Financial Management is committed to delivering exceptional financial planning services that empower individuals, families, and businesses to achieve their financial goals. As industry leaders, we leverage cutting-edge technology to provide comprehensive financial planning solutions to clients across the region. Our dedication to client success and financial planning excellence sets us apart, and we take pride in the impact we make on our clients' financial well-being. We're invested in Atlantic Canada. We live here, we work here, and we know that when our clients are successful, our communities thrive.

About Us

In 2020, a group of innovative Atlantic Canadian credit unions came together to ensure their members had access to top-tier financial advice. They brought together professional advisors from across the region to build an organization grounded in the values that their members know and trust. Today, CU Financial Management supports members and non-members, providing expert advice across our four provinces.

Check out our story: cufm.ca/about-us

What We Offer

We offer a competitive compensation package, including a competitive salary, performance-based bonuses, comprehensive benefits, administrative support, and opportunities for professional growth and development. Our commitment to employee well-being includes a supportive and flexible work environment, continuous learning, and the chance to make a meaningful impact in our clients' financial lives.

We are honoured to have been named one of Atlantic Canada's Best Places to Work in 2024 by Atlantic Business Magazine and to have been recognized as a Top Employer in 2024 by Wealth Professional Canada.

The Role

Be part of a unique and growing team! At CU Financial Management, we are passionate about giving our members the right advice at the right time and ALWAYS delivering value. Our members' financial health directly impacts our communities' financial health, and we are committed to doing our part.

As a Regional Financial Advisor, CU Wealth Essentials, you will guide CU Financial Management members through their financial journey, 100% remotely!

We are seeking a tech-savvy, engaging, organized, and innovative team player with a background in providing great financial advice and a passion for helping people achieve their financial goals. The key priority of this role is the ability to provide superior customer service and experience while adding value to our existing members. We are committed to making every interaction meaningful.

As part of our larger advice team, you will also have access to a network of experienced advisors to work with and learn from and the opportunity to grow in various career paths. We are dedicated to providing a positive work environment that encourages professional development, personal growth, and giving back to our communities.

Key Responsibilities

• Proactively make and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice.
• Servicing existing mutual fund accounts and account opening.
• Looking for opportunities for CU Financial Management to offer deeper engagements with members.
• Fact-finding and ensuring that members' needs are matched with the appropriate level of advice and service.
• Providing members with a compelling virtual experience from start to finish that they will want to tell their friends about us.
• Collaborating with team members to bring forward new and innovative ideas to make lives easier.
• Staying compliant and ensuring you maintain an organized workplace and CRM.

Minimum Qualifications, Skills, and Experience

• Bachelor's degree or 2+ years of relevant experience
• Valid and active Mutual Funds license
• Valid and active Life Insurance License or willingness to obtain within the first year of employment (paid for by CU Financial Management)
• Strong knowledge and passion for financial planning
• Experience doing business over the phone and virtually
• Strong knowledge and understanding of the Mutual Fund Industry, Compliance and Dealer Operations practices
• Availability on a variable schedule Monday to Friday between 8 am to 8 pm
• Occasional travel for team events, as required

At CU Financial Management, we embody core values: Ethics, Responsibility, Trust, Community, Expertise, and Empathy. We are not just looking for qualifications but also for individuals who share and demonstrate these values.

We are dedicated to fostering a culture of growth and development. As an employee, you'll have access to opportunities for advancement. Excelling in your role opens doors to taking on more responsibilities, acquiring new skills, and advancing your career within our rapidly growing organization.

We're committed to your growth because we believe in growing together. We'd love to hear from you if you seek a challenging and rewarding opportunity with a company that values your contributions and actively supports your professional journey.

How to Apply:

If you are a Financial Advisor with a passion for delivering financial planning services and a commitment to client success, we want to hear from you. Please submit your resume and a cover letter outlining your qualifications and expertise to [e-mail]

Application Deadline: February 28, 2025

Salary: The starting salary ranges between $55,000 - $65,000, commensurate with experience and qualifications, plus a bonus opportunity of up to 10% of the base salary.

Location: Atlantic Canada (Remote) – Only candidates residing in Atlantic Canada will be considered.

Please note that all employment offers are conditional upon the successful completion of both a criminal background and credit check.

We wish to thank applicants in advance; only candidates selected for an interview will be contacted.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales