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LC
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- Full-time
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Added 14 mins ago
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- Up to $17.95 CAD / hour
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Added 44 mins ago
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SL
Sales Manager, Prospr by Sun Life
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…onboarding, offboarding, Human Resources operations, policy application, employee experience and…
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Apprentice Technician - OpenRoad Honda
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Added 59 mins ago
AC
Finance Manager, Academic
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Ottawa, ON
- Full-time
Please Note: If you are a current Algonquin College employee, apply to this job via the Workday application.
Added 59 mins ago
TH
Day Order Picker: Full Time - SAANICH
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Gathering the product mix to fill all orders in a timely manner, while utilizing the Order Fulfillment Application.
Added 59 mins ago
SB
Senior Buyer
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Maintain accurate purchasing, supplier, pricing, and delivery information within ERP system.
Added 59 mins ago
CF
Regional Manager, Wealth Advice
CU Financial Management
Fredericton, NB
- Full-time
Reporting to the Director of Wealth Advice, the Regional Manager, Wealth Advice, is an experienced people leader responsible for leading, coaching, recruiting, and developing a team of…
Added 1 hour ago
L
Territory Manager - Healthcare
Linde
Fredericton, NB
- Full-time
Territory Manager - Healthcare (14 Monthcontract)
Added 1 hour ago
L
Retail and Operations Manager
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- Full-time
Reporting to the Regional General Sales Manager, the Regional Retail & Distribution Operations Manager is responsible for leading retail branch operations, packaged gas distribution, fleet…
Added 1 hour ago
S
Sales Manager, Prospr by Sun Life
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Added 1 hour ago
SF
Administrative and Payroll Assistant (Contract)
SGGG Fund Services Inc.
Toronto, ON
- $58,000 to $63,000 CAD / year
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Assist with preparing and issuing client invoices, ensuring accuracy and timely delivery.
Added 1 hour ago
RU
Administrative Assistant, MS
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Mississauga, ON
- Part-time
May coordinate with Finance for resolution of budget variances and/or expense application;
Added 1 hour ago
TT
Manager, Community and Councillor Relations (13960)
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Toronto, ON · Greater Toronto Area, Canada
- $129,693.2 to $162,089.2 CAD / year
- Full-time
Join our Community and Stakeholder Relations team at this exciting time and apply for the Manager, Community & Stakeholder Relations – Councillor Relations position.
Added 1 hour ago
MP
Manager, Application Support
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Toronto, ON · Greater Toronto Area, Canada
- $110,000 to $115,000 CAD / year
- Full-time
3+ years of experience leading application support, production operations, or service delivery teams
Added 1 hour ago
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Manager - Logistics Technology SecOps
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Own the security platforms under this function: cloud security posture management, cloud native application protection, container and runtime security, application security testing tools,…
Added 1 hour ago
SF
Senior Software Developer
SGGG Fund Services Inc.
Toronto, ON
- $100,000 to $125,000 CAD / year
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Added 1 hour ago
MI
Senior Manager, Fund Accounting, Private Markets
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Vancouver, BC
- $105,000 to $154,000 CAD / year
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…client portfolios, ensuring high-quality, timely and controlled delivery of NAVs, financial statements and investor reporting. This role leads planning and execution, provides technical…
Added 1 hour ago
M
Senior Manager, Project Controls
Metrolinx
Canada
- Full-time
This role requires you to be on-site at the office, 5 days per week

CU Financial Management

Regional Manager, Wealth Advice

Fredericton, NB, Canada

Full-time

Apply on recruiting.ultipro.ca About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 2026
Posting language: English
Posted: Nov 11, 2026

Original job description

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 technology to provide comprehensive financial planning solutions to clients across Atlantic Canada.

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

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, flexible work environment, continuous learning, and the opportunity to make a meaningful impact on 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

Reporting to the Director of Wealth Advice, the Regional Manager, Wealth Advice, is an experienced people leader responsible for leading, coaching, recruiting, and developing a team of Financial Advisors and Financial Planners in support of CU Financial Management's wealth management strategy. Through regular coaching and thoughtful performance management, this leader will help Advisors strengthen their financial planning capabilities, advance their professional development, improve practice management, and grow their businesses.

The Regional Manager of Wealth Advice will champion CU Financial Management's planning-first approach, helping Advisors consistently deliver exemplary client service while reflecting the cooperative values that guide our organization. The Regional Manager will translate business and practice-management information into clear coaching priorities, support Advisors in preparing for complex client conversations, and create a consistent development experience across the team.

The successful candidate will work closely with our Advisors, Credit Union partners, Marketing, the Manager of Credit Union Engagement, Compliance Officers, and the executive team to identify opportunities, remove barriers, and build the capacity required for continued growth.

While this opportunity is posted with a defined title, scope, and compensation range, CU Financial Management is open to expanding the responsibilities, title, and compensation for an exceptional candidate whose leadership experience, qualifications, and demonstrated capabilities support a broader mandate.

Key Responsibilities

Serve as the direct people leader for a team of Financial Advisors and Financial Planners, conducting regular one-on-one coaching and establishing clear development priorities.
Coach Advisors on financial planning, professional development, practice management, business development, and the consistent delivery of exceptional client service.
Understand and evaluate practice-management metrics and reports, identify trends and opportunities, and discuss practical actions with Advisors.
Consult with Advisors on financial planning cases to help them prepare for client meetings, strengthen recommendations, and maintain a planning-first client experience.
Help create and implement a standardized training and onboarding program for new Advisors.
Provide the executive team with clear, balanced feedback on Advisor progress, development needs, capacity, and readiness for further growth.
Collaborate with Credit Union partners, Advisors, Marketing, and the Manager of Credit Union Engagement on coordinated business-development strategies.
Complete year-end performance reviews and evaluations with Advisors, including goal setting and documented development plans.
Lead major change initiatives in support of business strategies and ensure the successful implementation
Enhance the company profile in the community by participating in worthwhile business and community events
Stay current on regulations and industry changes and develop a strong circle of influences
Contribute to CU Financial Management's overall wealth management results, including Advisor growth, business development, client experience, and execution of strategic priorities.
Work with internal and external partners to develop regular educational content and arrange speakers for internal training conferences on topics relevant to Advisors.
Stay current on CU Financial Management's advisory technology stack and evolving industry tools in order to coach Advisors on effective, consistent, and compliant adoption.
Work with Compliance Officers to ensure Advisors remain current on compliance expectations, required practices, and identified follow-up actions.

Minimum Qualifications, Skills, and Experience

Active financial planning designation; CFP certification is preferred.
Minimum 3 years of experience as a client-facing Financial Advisor or Financial Planner.
Minimum 5 years of people-leadership experience, preferably leading Financial Advisors or Financial Planners.
Previous experience as a CIRO-, MFDA-, or IIROC-licensed Advisor. Current securities registration is not required for this role.
Experience with financial planning technology, preferably Conquest.
Previous experience with CRM tools, preferably Maximizer.
Previous experience with and understanding of personal insurance planning and the Canadian insurance industry; prior life insurance licensing is preferred.
Strong coaching, communication, and relationship-management skills, with the ability to provide clear, practical, and constructive guidance.
Demonstrated ability to interpret practice-management information and translate it into focused development and business actions.
Ability to collaborate effectively with Advisors, Credit Union partners, management, Compliance, Marketing, and external partners.
Strong judgment and discretion when handling confidential client, Advisor, performance, and organizational information.
Comfort working in a growing organization where priorities evolve, and leaders are expected to contribute beyond a narrowly defined mandate.

Our Values

At CU Financial Management, we embody core values: Ethics, Responsibility, Trust, Community, Expertise, and Empathy. We are not only looking for qualifications; we are looking for individuals who share and demonstrate these values.

We are committed to fostering a culture of growth and development. As an employee, you'll have opportunities to strengthen your skills, take on greater responsibility, and advance within our growing organization.

We're committed to your growth because we believe in growing together.

If you're looking for a challenging and rewarding opportunity with a company that values your contributions and actively supports your professional journey, we'd love to hear from you.

How to Apply

If you're an experienced wealth management and financial planning leader who is ready to coach Advisors, strengthen planning-first practices, build high-performing teams, and contribute to the continued growth of a leading financial planning firm in Atlantic Canada, we'd love to hear from you.

Application Deadline: November 27, 2026
Compensation: $100,000 to $115,000 base salary, plus an annual performance-based bonus.

CU Financial Management may consider a broader title, expanded scope, and compensation above the stated range for candidates with exceptional leadership experience, qualifications, or credentials.

Location: Hybrid within Atlantic Canada.

Depending on the successful candidate's location, the role may include working part of the week from one of CU Financial Management's 13 office locations across Atlantic Canada. Occasional travel within Atlantic Canada may be required.

We thank all applicants for their interest. Only candidates selected for an interview will be contacted.

Apply on recruiting.ultipro.ca About employer

More about this job

Responsibilities

The Regional Manager leads, coaches, and develops a team of Financial Advisors and Planners to support the company's wealth management strategy. They are responsible for driving business growth, ensuring exemplary client service, and implementing standardized training and performance management processes.

Requirements

Candidates must hold an active financial planning designation, preferably a CFP, with at least 3 years of client-facing experience and 5 years of people-leadership experience. Proficiency in financial planning technology, CRM tools, and knowledge of the Canadian insurance industry are required.

Skills

Financial planning
People leadership
Coaching
Performance management
Practice management
Business development
Financial advisory
Strategic planning
Change management
Relationship management
Compliance
Wealth management
Communication
Mentoring
Team development

Benefits

Competitive salary
Performance-based bonuses
Comprehensive benefits
Administrative support
Professional growth and development
Flexible work environment

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Financial planning
CFP
CIRO
MFDA
IIROC
Conquest
Maximizer
CRM
Insurance planning
Practice management
Business development
Performance management
Coaching
Leadership
Compliance
Financial advisory
Strategic growth
Change management
Client service
Atlantic Canada
Credit unions
Financial services
Professional development
Mentorship

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