People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.

Atlantic

Canada (Remote) At CU Financial Management , our experienced advisors offer personalized financial planning tailored to every stage of life. Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to leave a legacy for your loved ones, we can help. We live here, we work here, and we know that when our clients are successful, our communities thrive.

In 2020, a group of innovative Atlantic Canadian credit unions came together to ensure their members had access to top-tier financial advice. Today, CU Financial Management supports members and non-members, providing expert advice across our four provinces.

We offer a competitive compensation package, including a market-competitive salary, performance-based bonuses, comprehensive benefits, administrative support, and opportunities for professional growth and development. Our commitment to employee well‑being encompasses a supportive and flexible work environment, ongoing learning opportunities, and the chance to make a meaningful impact in our clients’ financial lives. The financial health of our members has a direct impact on the financial health of our communities, and we are committed to doing our part.

As a Regional Financial Advisor on our CU Wealth Essentials team, you will guide CU Financial Management members through their financial journey, 100% virtually ! We are seeking a tech-savvy, engaging, organized, and innovative team player with a background in providing great financial advice and a passion for helping people achieve their financial goals. The key priority of this role is the ability to provide superior customer service and experience while adding value to our existing members.

As part of our larger advisory team,



you will also have access to a network of experienced advisors to work with and learn from, as well as the opportunity to grow in various career paths. We are committed to fostering a positive work environment that promotes career development, personal growth, and community engagement. Proactively make and take calls from new and existing insurance and investment clients, providing holistic advice.

Servicing existing mutual fund accounts and account opening. Providing members with a compelling virtual experience from start to finish that they will want to tell their friends about us. Staying compliant and ensuring you maintain an organized workplace and CRM.

Bilingual in English and French, an asset ~ 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 ~ Availability Monday to Friday between 9 am and 5 pm with occasional need for flexibility, depending on company needs ~ Occasional travel for team events, as required Ethics, Responsibility, Trust, Community, Expertise, and Empathy . We are not just looking for qualifications but also for individuals who share and demonstrate these values. If you are a Financial Advisor with a passion for delivering financial planning services and a commitment to client success, we want to hear from you.

January 9, 2026 The starting salary ranges between $55,000 - $65,000 commensurate with experience and qualifications, plus a bonus opportunity of up to 10% of the base salary.

Atlantic

Canada (Remote) – Please note that while this is a remote position, only individuals residing in Atlantic Canada will be considered. Seniority level Entry level Employment type Full‑time Job function Finance and Sales

📌 Regional Financial Advisor (Virtual) (Mississauga)
🏢 CU Financial Management
📍 Mississauga