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⏰ Full-time

Regional Financial Advisor (Virtual)

CU Financial Management
Location πŸ“ Canada, Canada
Posted πŸ“… June 04, 2026
Work Type ⏰ Full-time

Position Overview

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.

Location: Atlantic Canada (Remote)

At CU Financial Management , our experienced advisors offer personalized financial planning tailored to every stage of life. Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to leave a legacy for your loved ones, we can help. Our focus is on people, not products. We build long-lasting relationships with our clients and provide personalized solutions to fit their values and goals. 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 ...

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Job Details

⏰
Employment Type
Full-time
πŸ“Š
Category
Other-General
🏠
Work Arrangement
On-site
πŸ“
Location
Canada, Canada