Opportunities

Financial Advisor

Halifax, NS
Permanent
CUA logo

Venor is proud to partner with our client, CUA, in their search for a Financial Advisor. 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 here by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team of big-thinking problem-solvers who think outside the box to help everyday people get ahead. 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:

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 marketsegments 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.

As the successful candidate, you have a proven ability in sales and service to financial customers/members. You thrive in an environment with clear goals established in order to meet the members’ and company’s objectives. You are experienced in proactively identifying and executing ways that customers’/members’ needs can be better met through a strong understanding of their requirements and expert knowledge of products and services. You have excellent interpersonal and relationship management skills as well as a strong service orientation, focused on achieving exceptional service standards.

As the ideal candidate you have an Undergraduate degree or diploma in Business Administration, with three to five years of relevant experience, or an acceptable combination of education and experience. You have experience in engaging in and securing new business from existing and prospective customers/members, paired with strong knowledge in financial advice and planning. You consider yourself to be an expert in general banking services, including detailed knowledge of financial products and services. 

At Venor, we embrace a culture of belonging in the workplace. No matter who you are, where you’re from, how you think, what you believe in, or who you love, we welcome your application. We all come from different backgrounds and different walks of life, bringing in unique perspectives and experiences.

We encourage applications from 2SLGBTQ+, Black, Indigenous, and People of Colour (BIPOC), women, newcomers to Canada, and people with disabilities.

If you require any accommodation in the application and interview process, please let us know (including different materials or otherwise).

This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications. For more information, please submit your resume to Jenna Levangie via jenna@venor.ca

Application Form

For: Financial Advisor
In doc, docx or pdf format, 10 MB max
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