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Added 11 mins ago
MF
Senior Analyst, Institutional Client Service
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 11 mins ago
P
Chef – Perspectives stratégiques intégrées / Manager, Integrated Insights & Strategy
Pfizer
Kirkland, QC · CAN - QC - Kirkland
- Full-time
…science des données, en analyses numériques, en finances ou en services-conseils. Nous travaillons ensemble afin de transformer les données en perspectives utiles qui ont une incidence…
Added 11 mins ago
AP
Pest Technician - We'll Train! (Base Salary, Commission & Bonus included)
Abell Pest Control
Williams Lake, BC
- Full-time
Reporting to the Branch Manager, The Pest Technician will be responsible for conducting thorough inspections to a variety of business including residential homes. They identify pest…
Added 11 mins ago
LC
Senior Staff Portfolio Operations Manager
Lightspeed Commerce, Inc.
Remote, Canada
- $170,000 to $200,000 CAD / year
- Full-time
- Remote
Lightspeed is seeking a Senior Staff Portfolio Operations Manager to join our Product & Technology Operations team.
Added 11 mins ago
HR
Environmental Attendant
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Must have a positive attitude and a genuine desire to work in fast pace environment
Added 12 mins ago
TC
Casual Staff Pharmacist - Contract - Express Scripts Canada
The Cigna Group
Burnaby, BC
- Part-time
- Other
Valid BC pharmacist license required
Added 12 mins ago
HE
Safety & Loss Prevention Overnight
Hotel Equities Group, LLC
Guelph, ON
- Part-time
Night Shift (9:00 PM – 5:00 AM)
Added 24 mins ago
LH
Registered Massage Therapist
Lifemark Health Group
Ottawa, ON
- $82,534 to $90,788 CAD / year
- Internship
Support for specialized services including pelvic health and vestibular rehabilitation – areas known for high career satisfaction due to their profound patient impact.
Added 24 mins ago
LH
Registered Massage Therapist
Lifemark Health Group
Cambridge, ON
- $61,901 to $90,788 CAD / year
- Full-time
Support for specialized services including pelvic health and vestibular rehabilitation – areas known for high career satisfaction due to their profound patient impact.
Added 24 mins ago
O
Security & Incident Controller
OCS
Windsor, ON
- Full-time
Manual Driving Licence required
Added 24 mins ago
NH
MSW
Niagara Health
St. Catharines, ON
- Temporary
Reporting to the Clinical Manager, Outpatient Mental Health and Addictions Program (OPMHAP) is looking for a MSW to support our program. The MSW will provide care within a collaborative and…
Added 25 mins ago
P
Account Manager, Ticket Sales, Service & Activation ┃Gestionnaire de comptes, ventes de billets, service et activation
PWHL
Ottawa, ON
- $24 to $28 CAD / hour
- Full-time
The Account Manager, Ticket Sales, Service & Activation is responsible for driving ticket sales, executing gameday experience activations, and delivering championship-level service to…
Added 25 mins ago
B
General Manager
Bodycote
Bromont, QC
- Other
Must have the cognitive and mental capacity to perform essential job functions
Added 25 mins ago
A
Enterprise Solution Strategist (ESS)
Avanade
Calgary, AB
- Full-time
The Senior Manager, Enterprise Solution Strategist (ESS) is a client-facing leader responsible for driving growth across strategic accounts within an assigned territory or industry. The ESS…
Added 25 mins ago
SL
Sales Manager, Prospr by Sun Life
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Are you ready to embark on an exhilarating journey in the world of financial services? Sun Life is seeking a visionary sales leader to spearhead our team of Advisors and Financial Planners…
Added 25 mins ago
Business Development Manager
My Insurance Broker
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,…
Added 25 mins ago
Senior Software Developer
SGGG Fund Services Inc.
Toronto, ON
Must have ASP.NET MVC and AngularJS experience, preference will be given to advanced knowledge
Added 25 mins ago
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.…
Added 25 mins ago
BN
General Manager
Bodycote North America
Bromont, QC
- Full-time
· Must have the cognitive and mental capacity to perform essential job functions
Added 26 mins ago
BT
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,…
Added 40 mins ago
TY
OSHC Assistant Educator - North Ainslie
The Y Canberra Region
Inverness, Subdivision A
- Full-time
Candidates must have the legal right to work in Australia without sponsorship
Added 40 mins ago
CO
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…
Added 40 mins ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…while delivering a broad range of human resources programs, services, and initiatives. The Human Resources Generalist serves as a trusted resource for administration, benefits, learning and…
Added 40 mins ago
Child Care Attendant - Year-Round - Occasional
Alterra
The Blue Mountains, ON · Blue Mountain Resort LP
Recording any incidents of a health and safety nature in log in the centre; reports such incidents to the Manager;
Added 40 mins ago
TH
Lumber Sales Associate: Part Time - SHAWNESSY
The Home Depot
Calgary, AB
- Part-time
Promote services offered such as Special Services, Tool Rental, Pro Desk, Pro Services, etc. and how to recommend them

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