Opportunities

Financial Advisor

Halifax, NS
Permanent
CUA logo

Venor is happy to partner with CUA to help them find talented new Financial Advisors to join their teams in Halifax.

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:

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:

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.

Education/Experience:      

  • Undergraduate degree or diploma in Business Administration, with three to five years of relevant experience, or an acceptable combination of education 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.

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

At Venor, we value and celebrate diversity. We welcome applications from all individuals of any race, color, religion, gender identity, orientation, national origin, or disability status.

Please send your resume to Natalie Isaacs via natalie@venor.ca.

Application Form

For: Financial Advisor
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