Financial Advisor

Venor is proud to partner with CUA in their search for a Financial Advisor. Over the past 75 years, CUA has built its business by delivering on its differentiators of flexible products, personalized service and quick decisions made here by people who know and love our Province. CUA’s continued growth and member satisfaction reflect a team of big-thinking problem-solvers who think outside the box to help everyday people get ahead. Members of the CUA team create an exceptional banking experience for 20,000 individuals and businesses across Nova Scotia.

Reporting to the Branch Manager, the Financial Advisor is responsible for proactively leading 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.

What you’ll be doing:

- Drive sales performance by meeting or exceeding targets for loans, deposits, financial products, and membership growth
- Proactively engage with existing members to build strong relationships, understand their financial needs, and increase wallet share
- Deliver exceptional service by consistently meeting or surpassing member service standards and providing tailored financial advice
- Identify members’ unique financial goals and recommend appropriate CUA products and services to support their financial success
- Contribute to business development by acquiring new members and securing a defined share of their banking business
- Build and maintain a network of external partners and referral sources using the centres of influence model to drive new business
- Accurately and efficiently process members’ daily banking transactions across CUA’s delivery channels in accordance with defined standards

What we are looking for:

- 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
- Thrives in engaging in and securing new business from existing and prospective members; proactively pursues business and operational solutions
- Superior interpersonal and relationship management skills
- Strong service orientation, focused on achieving exceptional service standards
- Expert in general banking services, including detailed knowledge of all of CUA’s products and services
- Effectively operate independently in any of CUA’s channels, including mobile delivery
- High self-motivation to achieve results and exceed targets

At Venor, we embrace a culture of belonging in the workplace. No matter who you are, where you’re from, how you think, what you believe in, or who you love, we welcome your application. We all come from different backgrounds and different walks of life, bringing in unique perspectives and experiences. We encourage applications from 2SLGBTQ+, Black, Indigenous, and People of Colour (BIPOC), women, newcomers to Canada, and people with disabilities. If you require any accommodation in the application and interview process, please let us know (including different materials or otherwise).

Venor is an Atlantic Canadian recruiting firm specializing in recruitment solutions, executive search, career transition & outplacement services.

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