Regional Wealth Management Coach, Credit Unions

**Location**: Atlantic Canada (Remote)

**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 alike — providing expert advice across our four provinces.

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

**What we offer**:We are proud to offer a competitive salary and bonus structure, a defined contribution pension with a 5% employer contribution, matching RSP contributions, 100% employer-paid health and dental coverage, paid sick, volunteer, and personal days, wellness credit, a competitive vacation schedule, flexible work environment, and paid professional development.

**The role**:Are you a financial advisor or trainer passionate about helping others succeed in the wealth management space? CU Financial Management is seeking a **Regional** **Wealth Management Coach, Credit Unions** to join our team and work with our shareholder credit unions to promote our wealth management services and develop the skills and expertise of credit union in-branch financial advisors and mutual fund licensed representatives.

**Key Responsibilities**:

- Develop and deliver a standardized onboarding and training program for new in-branch licensed representatives
- Develop and deliver a standardized member journey for in-branch licensed representatives to follow
- Regularly coach in-branch licensed representatives on wealth management technical processes, compliance, sales skills and increase their knowledge of mutual fund product offerings and behavioural finance principles
- Work closely with credit union leadership to understand their goals for in-branch wealth management services and work with their teams to deliver on their vision for wealth management services for their members
- Maintain strong partnerships with Aviso Wealth and NEI and leverage their teams to help deliver results
- Deliver annual referral goals from shareholder credit unions to CU Financial Management through promotion and building awareness with credit union staff and key stakeholders
- Ensure the in-branch representative model aligns with and enhances CU Financial Management delivery models
- Create and maintain reporting on results of in-branch representatives and provide monthly progress updates to the CEO and credit union leaders
- Increase Mutual Fund sales at the branch level and deliver on established targets

**Minimum Qualifications, Skills, and Experience**:

- Bachelor's degree, Mutual fund (IFIC) or Securities (CSC) licensing
- Minimum of 3 years of industry experience as a financial advisor and/or trainer
- A Financial Planning designation (CFP, PFP, PFA) or willing to obtain within two years
- A proven track record of delivering on results
- Ability to travel quarterly
- Skilled in digital tools and virtual facilitation
- Strong knowledge of current trends in financial markets, industry competitors, current issues, and strategies
- Demonstrated judgement and decision making, self-motivated and requires mínimal supervision
- Growth mindset, strategic thinker, strong sales and presentation skills, self-starter, excellent time management, team player, excellent communicator (verbal, written and virtual), strong relationship building and partnership skills; and highly organized and methodical
- Ability to work independently in a fast-paced environment

In addition to the above qualifications, it is extremely important that the person we hire shares our values of, **Responsibility,** **Trust, Community, Expertise, and Empathy**. Our clients come from all walks of life, and so do we. We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger.

We believe in fostering a culture of growth and development and are committed to providing our employees with opportunities for advancement. If you excel in this role, you will be provided ample opportunities to take on more responsibilities, gain new skills, and advance your career within our company. We are a rapidly growing organization, and we want to help our employees grow along with us. If you are looking for a challenging and rewarding opportunity with a company that values your contributions and encourages you to reach your full potential, we would love to hear from you.

**Base Salary: $55,000-$65,000 + 30% target bonus**

**Job Types**: Full-time, Permanent

**Salary**: $55,000.00-$65,000.00 per year

**Benefits**:

- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Life insurance
- Paid time off
- RRSP match
- Vision care
- Wellness program
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Application question(s)