Regional Financial Advisor (Virtual)

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

Job summary

A financial services organization is seeking a Regional Financial Advisor in Atlantic Canada to provide virtual financial guidance to clients. The role requires 2+ years of relevant experience, a valid Mutual Funds License, and strong bilingual (French/English) skills. Candidates will offer holistic advice, service existing investment clients, and ensure compliance. A competitive salary of $55,000-$65,000 with bonus potential is offered. Join a recognized employer committed to professional growth and community engagement.

Benefits

Performance-based bonuses up to 10%

Comprehensive benefits

Opportunities for professional growth

Qualifications

• 2+ years of relevant experience in financial advisory or related field.
• Valid Mutual Funds License in good standing.
• Strong compliance knowledge and practices in Dealer Operations.

Responsibilities

• Guide members through their financial journey virtually.
• Make and take calls from insurance and investment clients.
• Provide holistic advice and service to existing members.

Skills

Bilingual (French/English)

Strong knowledge of financial planning

Experience doing business over the phone

Strong knowledge of the Mutual Fund Industry

Job description

Location

Atlantic Canada (Remote). This is a remote position; only individuals residing in Atlantic Canada will be considered.

Preferred Language

Bilingual (French/English).

About Us

CU Financial Management was founded in 2020 by a group of innovative Atlantic Canadian credit unions to provide members with top‑tier financial advice. Our advisors from across the region work together to build an organization rooted in values that members know and trust. Today, we support members and non‑members across four provinces, helping people at every stage of life.

What We Offer

We provide a competitive compensation package that includes a base salary of $55,000‑$65,000 (commensurate with experience), performance‑based bonuses up to 10% of base salary, comprehensive benefits, administrative support and opportunities for professional growth. We’ve been named one of Atlantic Canada’s Best Places to Work in 2024 by Atlantic Business Magazine and recognized as a Top Employer in 2024 by Wealth Professional Canada.

The Role

As a Regional Financial Advisor on the CU Wealth Essentials team, you will guide CU Financial Management members through their financial journey entirely virtually. You’ll focus on delivering superior customer service, adding value to our members and helping them achieve their financial goals.

Key Responsibilities

• Proactively make and take calls from new and existing insurance and investment clients, providing holistic advice.
• Service existing mutual fund accounts and open new accounts.
• Seek opportunities for deeper engagements with members.
• Fact‑find and ensure members’ needs are matched with the appropriate level of advice and service.
• Provide members with a compelling virtual experience they will want to share with friends.
• Collaborate with team members to bring forward new and innovative ideas.
• Stay compliant and maintain an organized workplace and CRM.

Minimum Qualifications, Skills, and Experience

• 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 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.
• Occasional travel for team events as required.

Core Values

Ethics, Responsibility, Trust, Community, Expertise, and Empathy.

Growth & Career Development

Our culture promotes professional development, personal growth, and community engagement. Successful employees can take on more responsibilities, acquire new skills and advance within our rapidly growing organization.

How to Apply

Submit your resume and a cover letter outlining your qualifications and expertise. Application deadline: January 9, 2026. Salary: $55,000‑$65,000 plus a bonus opportunity of up to 10% of the base salary.