Regional Financial Advisor (Virtual)
CU Financial Management
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Benefits offered by this job
Job summary
Qualifications
- 2+ years of relevant experience required.
- Bilingual in English and French is an asset.
- Knowledge of financial planning and mutual fund industry.
Responsibilities
- Guide members through their financial journey virtually.
- Servicing mutual fund accounts and account opening.
- Provide compelling virtual experiences for members.
Skills
Education
Job description
Location: Atlantic Canada (Remote)
At CU Financial Management, our experienced advisors offer personalized financial planning tailored to every stage of life. Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to leave a legacy for your loved ones, we can help. Our focus is on people, not products. We build long-lasting relationships with our clients and provide personalized solutions to fit their values and goals. We’re invested in Atlantic Canada. We live here, we work here, and we know that when our clients are successful, our communities thrive.
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
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 encompasses a supportive and flexible work environment, ongoing learning opportunities, 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.
Be part of a unique and growing team! At CU Financial Management, we are passionate about providing our members with the right advice at the right time and always delivering value. The financial health of our members has a direct impact on the financial health of our communities, and we are committed to doing our part.
As a Regional Financial Advisor on our CU Wealth Essentials team, you will guide CU Financial Management members through their financial journey, 100% virtually!
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 and valuable.
As part of our larger advisory team, you will also have access to a network of experienced advisors to work with and learn from, as well as the opportunity to grow in various career paths. We are committed to fostering a positive work environment that promotes professional development, personal growth, and community engagement.
- Proactively make and take calls from new and existing insurance and investment clients, 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.
- 2+ years of relevant experience
- Bilingual in English and French, an asset
- Valid Mutual Funds License in good standing and satisfy all eligibility criteria for CIRO-MFD licensing.
- 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 Monday to Friday between 9 am and 5 pm with occasional need for flexibility, depending on company needs
- 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’re seeking a challenging and rewarding opportunity with a company that values your contributions and actively supports your professional growth.
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.
January 9, 2026
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.
Atlantic Canada (Remote) – Please note that while this is a remote position, only individuals residing in Atlantic Canada will be considered.
- Seniority level Entry level
- Employment type Full‑time
- Job function Finance and Sales
Referrals increase your chances of interviewing at CU Financial Management by 2x
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