Jobs in Canada

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Marketing Manager
StudyIn
Toronto, ON
- Full-time
Work alongside the Country Director to develop market growth strategies, annual business plans and commercial priorities.
Added 2 mins ago
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Fundraising Coordinator
Sunrise Therapeutic Riding & Learning Centre
Puslinch, ON
- Full-time
Working closely with the Executive Director the successful candidate will help build and implement strategies that inspire philanthropy and strengthen community connections.
Added 2 mins ago
SD
Director, Central Assist Operations
Shoppers Drug Mart
Mississauga, ON
- $128,000 to $176,000 CAD / year
- Full-time
We are hiring a Director, Central Assist - Central Pharmacy Services (CPS) 18 Month Contract to support the enterprise-wide retail pharmacy network in transforming pharmacy workflow through…
Added 17 mins ago
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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 17 mins ago
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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 17 mins ago
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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 32 mins ago
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Senior Communications Advisor - Tech+Lab
Intact
Toronto, ON
- Full-time
Reporting to the Director, Communications (Tech+Lab), you will build integrated communications plans that support IFC’s business objectives and our Technology and Lab strategic priorities.…
Added 33 mins ago
TS
Full-time Restaurant Manager
Thermea Spa Village
Whitby, ON
- Full-time
When you work at Thermea Spa Village, you are not just gaining a job - you are finding a family. We pride our community on being one of the warmest and most welcoming - and, our guests…
Added 33 mins ago
Staff Research Scientist (Quantum for AI-Accelerated Materials Discovery, 2-year term)
University of Toronto
Toronto, ON
The Acceleration Consortium (AC), based at the University of Toronto (U of T), is a global community of academia, industry, and government working to accelerate the discovery and…
Added 33 mins ago
Senior Staff Scientist (Quantum for AI-Accelerated Materials Discovery)
University of Toronto
Toronto, ON
The Acceleration Consortium (AC), based at the University of Toronto (U of T), is a global community of academia, industry, and government working to accelerate the discovery and…
Added 33 mins ago
Staff Scientist (Quantum for AI-Accelerated Materials Discovery)
University of Toronto
Toronto, ON
The Acceleration Consortium (AC), based at the University of Toronto (U of T), is a global community of academia, industry, and government working to accelerate the discovery and…
Added 1 hour ago
Territory Manager
F12.net
AB
…into an IT career or want to supercharge your professional development, you’ve come to the right place. At F12, you’ll collaborate with a diverse team and gain exposure to technology…
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Program Manager, Indigenous & Northern Services
Catalyste+
Toronto, ON
- Full-time
Apply deep sector expertise in Indigenous economic development, community development, and industry participation (e.g. natural resources, tourism, SME development) to inform program…
Added 1 hour ago
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Director, Global Marketing & Sales Enablement
Husky Technologies
Bolton, ON
- Full-time
Title: Director, Global Marketing & Sales Enablement
Added 1 hour ago
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Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
…benefits, career training, and support for continued professional…
Added 1 hour ago
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Senior Technology Manager, Data Semantics and Context Modeling
lululemon
Vancouver, BC
- Full-time
…our people, and the incredible connections we make in every community we're in. As a company, we focus on creating positive change to build a healthier, thriving future. In particular, that…
Added 1 hour ago
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Senior Manager - Fulfillment Planning
lululemon
Vancouver, BC
- Full-time
…our people, and the incredible connections we make in every community we're in. As a company, we focus on creating positive change to build a healthier, thriving future. In particular, that…
Added 1 hour ago
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Senior Technology Director, Applied Research Science, AI/ML
lululemon
Vancouver, BC
- Full-time
As a Senior Director, AI/ML Research and Science, you are accountable for advancing lululemon’s AI capabilities through the research, development, and delivery of innovative AI models and…
Added 1 hour ago
SS
Activation Aide Certified | Permanent Part Time Days
Sienna Senior Living
Creemore, ON
- Part-time
…Term Care and become a vital part of our resident-centered community. As a Recreation Aide, you'll have the opportunity to bring joy and fulfillment to the lives of residents every day.…
Added 1 hour ago
Test- Director, Technical Solutions (Enterprise Application Integrations)
The Canada Life Assurance Company
Toronto, ON
We are looking for a Director, Technical Solutions – Enterprise Application Integrations
Added 1 hour ago
LH
Development Team Lead
Lifemark Health Group
Brampton, ON
- $100,000 to $120,000 CAD / year
- Full-time
This is a hybrid position (4 days per week in office and 1 day remote)
Added 2 hours ago
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Research Assistant - Public Engagement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
As Research Assistant (public engagement), you will be responsible for the development, implementation, and evaluation of CADeN’s public engagement campaign. As part of this work, you will…
Added 2 hours ago
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Executive Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Department / Research Program: Child Health and Human Development
Added 2 hours ago
HA
Manager, Signature Events & Community Fundraising
Hope Air
Toronto, ON
- Full-time
We are looking for a dynamic, strategic and relationship-driven Manager, Signature Events & Community Fundraising to lead the growth, development and execution of our national signature…
Added 2 hours ago
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Senior Director, Market Development
Apertera
Toronto, ON
- Full-time
Apertera is seeking a Senior Director, Market Development to join our Business Development team in Toronto. This is a senior, relationship-driven role for someone who brings an established,…

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