Jobs in Canada

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Security & Incident Controller
OCS
Windsor, ON
- Full-time
Manual Driving Licence required
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Marketing Manager
StudyIn
Toronto, ON
- Full-time
The Marketing Manager is responsible for leading all in-market marketing activity for the StudyIn Canada operation, driving commercial performance, building local demand and strengthening…
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Sales Representative - Barrie, ON
Pelee Island Winery & Vineyards Inc
Kingsville, ON
- $40,000 to $50,000 CAD / year
- Full-time
Smart Serve certification required (or willingness to obtain)
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Product Manager
BYD North America
Toronto, ON
- $130,000 to $200,000 CAD / year
- Full-time
The Product Manager is responsible for driving product strategy, market competitiveness, and commercial success for BYD Passenger Vehicles in Canada. This role serves as the key bridge…
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General Manager
Bodycote
Bromont, QC
- Other
Must have the cognitive and mental capacity to perform essential job functions
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Warehouse Shift Lead
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- Full-time
…technical skills to improve line and/or system performance to meet business…
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Sales Manager, Prospr by Sun Life
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Toronto, ON · Sun Life Toronto One York
- Full-time
The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development.
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Financial Analyst, Accounts Payable
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Regional Service Training Manager
Vestis Uniforms and Workplace Supplies | Canadian Linen & Uniform Service | Québec Linge Service D’Uniformes
QC · ON · MB · AB · SK · BC · NL
The Regional Service Training Manager plays a critical role in driving performance, growth, and retention across the Field Service teams. This position is responsible for designing,…
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Business Development Manager
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Thornhill, ON
The Business Development Manager will drive the growth of new business for MIB by developing and executing strategic plans. This role involves building relationships with brokers,…
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Senior Software Developer
SGGG Fund Services Inc.
Toronto, ON
Must have ASP.NET MVC and AngularJS experience, preference will be given to advanced knowledge
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Part-Time Sales Associate - Famous Footwear CAN
Caleres
Vaughan, ON
- Part-time
…feedback to improve your skillset and further your professional…
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General Manager, Eastern Ontario
Reliance Home Comfort
ON · Ottawa, ON · Durham, ON
By joining Reliance as a General Manager, you become part of an organization that is committed to delivering exceptional experiences for our customers and will support you to be your best.…
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General Manager
Bodycote North America
Bromont, QC
- Full-time
· Must have the cognitive and mental capacity to perform essential job functions
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Manager, Engineering & Design
Carmeuse
Milton, ON
- Full-time
Conduct talent reviews, succession planning, performance evaluations, and development planning to ensure organizational capability and leadership pipeline strength.
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Manager, East Dispatch Operations
Bison Transport Inc.
Mississauga, ON
- Full-time
The primary objective of the Manager, East Dispatch Operations, is to ensure the Highway Fleet is performing at the highest level possible. You will accomplish this through measuring KPI’s,…
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Sourcing Commodity Manager
Armstrong Fluid Technology
Toronto, ON
- Full-time
We are looking for an experienced Sourcing Commodity Manager to lead strategic sourcing activities across our North American operations, with a focus on product and component commodities.…
Added 15 mins ago
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Communications Lead
Ontario Health atHome
ON · Ontario, Canada
- $83,297 to $99,461 CAD / year
- Full-time
Reporting to the Manager, Communications, the Communications Lead develops key communications products, engages internal leaders and teams to provide support and advice, establishes…
Added 15 mins ago
EC
Future Leaders Program – Management Trainee
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Mount Pearl, NL
- $52,500 CAD / year
- Full-time
If you’re a new grad who wants more than a desk job - someone excited by supply chain, sales, business development, and entrepreneurship - this is your chance to build a real career from…
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Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
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Project Engineering Manager
Professional Staffing
Cambridge, ON · Greater Kitchener-Cambridge-Waterloo Metropolitan Area
- Full-time
…solutions, in the search for an experienced Project Engineering Manager to join their team in the Waterloo Region,…
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Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…trusted resource for administration, benefits, learning and development, administration, onboarding, offboarding, Human Resources operations, policy application, employee experience and…
Added 15 mins ago
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Apprentice Technician - OpenRoad Honda
OpenRoad Auto Group
Brampton, ON
- Full-time
Strong focus on training, development, and internal promotion opportunities
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Finance Manager, Academic
Algonquin College
Ottawa, ON
- Full-time
Reporting to the Associate Director, Academic Finance Operations, the Finance Manager provides cross departmental leadership in financial strategy, budget development, quarterly budget…
Added 15 mins ago
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Regional Manager, Wealth Advice
CU Financial Management
Fredericton, NB
- Full-time
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…

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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Jobs in Canada