Financial Advisor - Halifax, Canada - CUA

CUA

Verified Company

Halifax, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Members of the CUA Team work to create and deliver a "wow" banking experience to 20,000 individuals and businesses across Nova Scotia.

The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province.

CUA's continued growth and member satisfaction reflects a team of committed problem-solvers who think big and outside the box to help others take a step forward in their financial health.

If you are excited about the opportunity to help people achieve what matters most, while changing the way people think about banking, consider the following opportunity.

Financial Advisor

Reporting to the Branch Manager, the Financial Advisor is responsible to proactively lead sales and advisory services to members, maximizing the opportunity for CUA to meet all of their financial and banking needs.

The Financial Advisor executes strategic business development to secure new members, particularly in target market segments defined by CUA.

In addition, this position ensures that all sales and advisory services directly help members to achieve their full financial potential and also meet CUA's business objectives.

_ Attributes:
_

_ Education/Experience:
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Undergraduate degree or diploma in Business Administration with three to five years relevant experience in a financial institution; or, equivalent combination of training and experience.
Experience in engaging in and securing new business from existing and prospective customers/members.
Strong knowledge in financial advice and planning.
Expert in general banking services, including detailed knowledge of financial products and services.

_ Employment Equity, Diversity & Inclusion at

CUA:
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This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.

Closing date for this opportunity is
April 10, 2023.
**_ Method of Applying: _