Financial Advisor

3 weeks ago

Halifax, Canada CUA Full time
Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team of committed problem-solvers who think big and outside the box to help others take a step forward in their financial health. If you are excited about the opportunity to help people achieve what matters most, while changing the way people think about banking, consider the following role.

Financial Advisor

Reporting to the Branch Manager, the Financial Advisor is responsible to proactively lead sales and advisory services to members, maximizing the opportunity for CUA to meet all of their financial and banking needs. The Financial Advisor executes strategic business development to secure new members, particularly in target market segments defined by CUA. In addition, this position ensures that all sales and advisory services directly help members to achieve their full financial potential and also meet CUA’s business objectives.

Attributes: As the successful candidate, you have a proven ability in sales and service to financial customers/members. You thrive in an environment with clear goals established in order to meet the members’ and company’s objectives. You are experienced in proactively identifying and executing ways that customers’/members’ needs can be better met through a strong understanding of their requirements and expert knowledge of products and services. You have excellent interpersonal and relationship management skills as well as a strong service orientation, focused on achieving exceptional service standards.

Education/Experience: Undergraduate degree or diploma in Business Administration with three to five years relevant experience in a financial institution; or, equivalent combination of training and experience. Experience in engaging in and securing new business from existing and prospective customers/members. Strong knowledge in financial advice and planning. Expert in general banking services, including detailed knowledge of financial products and services.

Employment Equity, Diversity & Inclusion at CUA: CUA strives to achieve a workplace where opportunities are based on skills and abilities and recognizes the value that diversity brings. We encourage applications from all qualified candidates, including those who identify as racially visible, indigenous, women in underrepresented roles, persons with disabilities and members of the 2SLGBTQI+ community. CUA supports candidates and employees with access and accommodation needs. If you are selected for an interview and require a specific accommodation, please let us know and we would be happy to assist.

This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.

Closing date for this opportunity is

June 11, 2024.

Method of Applying: Please apply by submitting a resume to careers@cua.com as well as providing your salary expectations.

While we appreciate all submissions, only those considered for an interview will be contacted. Thank you for your interest in joining the CUA Team

  • Financial Advisor

    2 months ago

    Halifax, Canada Alba Inc Full time

    Financial Advisor Job type Full-time Shift & schedule Monday to Friday Qualifications Mandarin (required) Full Job Description: About the Role: The Financial Advisor will be responsible for communicating directly with clients regarding their investments and general inquiries, maintaining current knowledge of investment markets, practices and trends and...

  • Financial Advisor

    3 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    3 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Administrator

    1 week ago

    Halifax, Canada Christianson Financial Ltd. Full time

    **Christianson Financial Limited** is about more than just Financial Planning and Investment Management. We are committed to educating our clients on their financial wellness. We passionately believe the relationship between client and Advisor is built on a high level of trust and fostering a lifelong relationship to help them meet their financial goals. For...

  • Financial Advisor

    4 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    3 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    4 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    3 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    1 week ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    2 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    2 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    2 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Security Advisor

    2 weeks ago

    Halifax, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    A career as an advisor in life and health insurance and financial services allows you to combine professional goals and personal development. The role of a representative is to help people acquire financial security through an analysis of their needs and sound advice.Do you thrive on challenges?Do you want:-Become a successful entrepreneur?-Being in...

  • Financial Advisor

    2 months ago

    Halifax, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Financial Advisor

    1 week ago

    Halifax, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Financial Advisor

    2 weeks ago

    Halifax, Canada Atlanticcreditunions Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team...

  • Financial Advisor

    2 weeks ago

    Halifax, Canada Atlanticcreditunions Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team...

  • Financial Advisor

    2 weeks ago

    Halifax, Canada Atlanticcreditunions Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team...

  • Financial Advisor

    1 month ago

    Halifax, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Advisor

    2 months ago

    Halifax, Canada Royal Bank of Canada Full time

    **Job Summary** Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences. **What is the opportunity?** As an RBC Financial Advisor, you...