Regional Financial Planner

CU Financial Management

69d•$60,000 - $80,000

About The Position

At CU Financial Management, we are committed to delivering exceptional financial planning services that empower individuals, families, and businesses to achieve their financial goals. As industry leaders, we leverage cutting-edge technology to provide comprehensive financial planning solutions to clients across the region. Our dedication to client success and financial planning excellence sets us apart, and we take pride in the impact we make on our clients' financial well-being. We’re invested in Atlantic Canada. We live here, we work here, and we know that when our clients are successful, our communities thrive. 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, providing expert advice across our four provinces. Check out our story: cufm.ca/about-us [http://www.cufm.ca/about-us] WHAT WE OFFER 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 includes a supportive and flexible work environment, continuous learning, 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 and 2026 by Atlantic Business Magazine and to have been recognized as a Top Employer in 2024 by Wealth Professional Canada. THE ROLE Are you an Experienced Financial Advisor passionate about providing exceptional service and holistic financial advice? Do you thrive on building relationships and delivering world-class client experience? Are you aligned with our fundamental principles of Ethics, Responsibility, Trust, Community, Expertise, and Empathy? We are seeking a Regional Financial Planner to join our team in Fredericton, New Brunswick and Surrounding Areas. In this capacity, your primary responsibilities will include providing valuable financial planning guidance and cultivating meaningful, lasting relationships with our clients. While your daily work will involve one-on-one interactions with clients, we are searching for an individual who thrives on teamwork and is motivated by the prospect of contributing to a larger initiative.

Requirements

CIRO-INV license is preferred; however, CIRO-MFD license with a willingness to complete the applicable courses for CIRO-INV registration.
Ability to work independently and collaboratively in a team.
Life license or willing to complete within 6 months of hire.
5+ years of experience in the wealth management or investment advisory industry
Financial Planning designation or willingness to obtain (CFP, QAFP, PFP)
Experience with financial planning software.
Strong interpersonal and communication skills to effectively engage with clients.
A passion for delivering financial planning services and a commitment to client success.
Excellent organizational skills and attention to detail to ensure regulatory compliance.
Knowledge of investment strategies, risk management, and financial planning best practices.
Travel to our partner Credit Union’s branches is required, with occasional trips outside the region.

Responsibilities

Work with clients to develop financial plans tailored to their specific needs.
Provide appropriate investment and insurance recommendations to help clients achieve their goals.
Provide high-level service and advice to an existing book of business with clients located in New Brunswick.
Cultivate relationships with members, clients, and colleagues to foster a strong network and sense of community.
Develop and enhance referral relationships with our Credit Union partners.
Proactively develops and maintains the existing book of business, ensuring sustained growth and member satisfaction.
Adheres to the highest professional and regulatory standards at CU Financial Management.
Elevates brand awareness both within the organization and the broader community to strengthen the organization's presence.
Embraces a growth mindset through continuous learning, professional development, and staying current with industry standards and trends.