Regional Financial Planner

Fredericton, New Brunswick

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/​a​b​o​ut-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 the financial lives of our clients.

We are proud to be recognized by Atlantic Business Magazine as one of Atlantic Canada’s Best Places to Work in 2024!

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.

Key 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 organizations presence.
  • Embraces a growth mindset through continuous learning, professional development, and staying current with industry standards and trends.

Minimum Qualifications, Skills, and Experience

  • IIROC License preferred, however MFDA license with a willingness to complete the CSC will be considered.
  • 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.
At CU Financial Management, we embody a set of core values: Ethics, Responsibility, Trust, Community, Expertise, and Empathy. We are not just looking for qualifications but also for individuals who share and demonstrate these values.

We are dedicated to fostering a culture of growth and development. As an employee, you’ll have access to opportunities for advancement. Excelling in your role opens doors to taking on more responsibilities, acquiring new skills, and advancing your career within our rapidly growing organization.

We’re committed to your growth because we believe in growing together. We’d love to hear from you if you seek a challenging and rewarding opportunity with a company that values your contributions and actively supports your professional journey.

How to Apply

If you are a Financial Planner ready to contribute to the success of a leading financial planning firm in Atlantic Canada, we want to hear from you. Please submit your resume and a cover letter outlining your qualifications to Daniel.​whalen@​cufm.​ca or David.​guzzo@​cufm.​ca

Application Deadline: September 30, 2024

Salary: $70,000 — $80,000 Base + Bonus Schedule

Location: Fredericton, New Brunswick and Surrounding Areas

We appreciate all applications and thank all applicants for their interest; however, only those selected for an interview will be contacted.