Jobs in Canada

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Added 3 mins ago
RJ
Compliance Officer, RJLU
Raymond James
Toronto, ON · Vancouver, BC
- Full-time
RJLU is a cross-border firm registered in the U.S · broker-dealer or Canadian cross-border dealer highly desired
Added 33 mins ago
M
Account Executive
Microserve
Calgary, AB
- Full-time
Develop and nurture solid business relationships with influencer's and decision makers within client organizations who will see you as a trusted IT advisor
Added 48 mins ago
HI
Insurance Advisor, Commercial Auto
HUB International
Surrey, BC
- Full-time
A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
Added 1 hour ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Gatineau, QC
- Full-time
Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security…
Added 1 hour ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security…
Added 1 hour ago
SL
SUNLIFE FINANCIAL ADVISOR - British Columbia
Sun Life
Prince George, BC · Victoria, BC · Abbotsford, BC · Nanaimo, BC · Kamloops, BC · Burnaby, BC · Surrey, BC · Vancouver, BC · Richmond, BC · Kelowna, BC · Canada Western Region Career Sales Force Location
- Full-time
Become a Sunlife advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community build lifetime financial security and…
Added 1 hour ago
FF
Private Wealth Manager/Portfolio Manager
Focus Financial Partners
Toronto, ON
- Full-time
The ideal candidate is fully licensed in Canada, preferably with US/cross-border licensing and experience
Added 2 hours ago
Health and Safety Coordinator
VCNA
Toronto, ON
The Health & Safety Coordinator serves as the advisor in the areas of occupational health and safety by developing and carrying out procedures with the line organization that effectively…
Added 2 hours ago
Manager, Corporate Financial Management & Reporting | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
…end of 2024, our companies had over 32,250 employees, 106,000 advisor relationships, and thousands of distribution partners – serving approximately 40 million customer…
Added 2 hours ago
RV
Temporary Child Development Advisor - Langdon School
Rocky View Schools
Langdon, AB
- Temporary
…help shape and embody our core values of Leadership, People, Community and Innovation, and support our vision that RVS is a world-class learning organization where all students achieve…
Added 2 hours ago
YR
Secondary Contract 0.17 FTE Science (Gr. 11 Physics) - Semester 1
York Region District School Board
Richmond Hill, ON
- Contract
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 2 hours ago
YR
Secondary Long Term Occasional (LTO) 100% English (Pre-IB Grade 10)/Visual Art (Grade 9 Open))
York Region District School Board
Richmond Hill, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 2 hours ago
YR
Elementary Long Term Occasional (LTO) 100% Grade 5 Homeroom
York Region District School Board
Markham, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 2 hours ago
YR
Elementary Long Term Occasional (LTO) 100% J/I SSC, CC Prep and P/J Resource
York Region District School Board
Richmond Hill, ON
- Full-time
Qualification: Candidates must have Special Education qualifications
Added 2 hours ago
FN
Faculty, Personal Support Worker (PSW)
First Nations Technical Institute
Deseronto, ON
- Contract
Collaborate with the Cultural Advisor to provide ceremonies and traditional teachings appropriate to meeting Indigenous learning
Added 2 hours ago
LC
Product Manager, ServiceNow
Loblaw Companies Limited
Brampton, ON
- Full-time
Act as a trusted product advisor, helping business partners understand platform capabilities, evaluate solution options, and maximize the value of their ServiceNow investment.
Added 2 hours ago
Customer Account Manager – Fire Alarm – Quebec City or Jonquière
Siemens
Quebec, QC · Saguenay, QC
Contribute to our social responsibility initiatives focused on access to education, access to technology and community support, while making a positive impact.
Added 2 hours ago
IF
Senior Communications Advisor - Tech+Lab
Intact FC
Toronto, ON · Montreal, QC
- Full-time
The Senior Communications Advisor for Technology and Lab (our in-house centre for digital excellence) is responsible for building strong relationships with leaders and partners across our…
Added 3 hours ago
NB
Senior Advisor, Quality Control
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor in quality control for Capital Markets client due diligence reviews at National Bank of Canada means acting as a subject matter expert in quality control and…
Added 3 hours ago
A
Human Resource Advisor - Bilingual (4-Month Contract)
Acosta
Mississauga, ON
- Full-time
The HR Advisor will help design and lead the Company’s implementation of a new employee engagement and dispute resolution program and processes. This will include benchmarking, program…
Added 3 hours ago
A
Regional Service Agent
Allstate
Fredericton, NB
- Full-time
Must have General Insurance License (OTL) or General level 1 insurance license or be willing to obtain for the province you are located in
Added 3 hours ago
AC
Senior Wealth Management Advisor | Financial Planner - Mainstreet Credit Union
Ahria Consulting
Sarnia, ON
- $77,080 to $128,467 CAD / year
- Full-time
Ahria Consulting is pleased to partner with Mainstreet Credit Union in the search for a Senior Wealth Management Advisor | Financial Planner (Full-time) to serve members across Sarnia and…
Added 3 hours ago
CI
Corporate Commercial / Commercial RE Lawyer with Absolute Work / Life Balance
Cartel Inc.
Toronto, ON
- Full-time
…specifically supporting clients focused on social justice, equity, and community development. This is a rare opportunity to manage "Big Law" quality transactions for organizations making a…
Added 3 hours ago
OH
Communications Lead
Ontario Health atHome
ON · Ontario, Canada
- $83,297 to $99,461 CAD / year
- Full-time
…with patients and their families, health system partners and community members across the…
Added 3 hours ago
CF
Regional Manager, Wealth Advice
CU Financial Management
Fredericton, NB
- Full-time
Provide the executive team with clear, balanced feedback on Advisor progress, development needs, capacity, and readiness for further growth.

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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Work requirements

Jobs in Canada