Financial Advisor, Credit Union Atlantic
CUA is a local, community-focused banking institution serving the needs of individuals and businesses in the Halifax market. With over 19,000 members and eight convenient locations, CUA is one of the largest credit unions in Atlantic Canada. Our success is the result of the quality of our employees who are committed to exceptional customer service and team orientation. CUA would like to invite qualified, enthusiastic and committed individuals to apply for the following career opportunity:
Reporting to the Branch Manager in one of CUA’s Halifax branches (consisting of Halifax, Dartmouth and Tantallon), 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.
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.
- Possess an 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.
This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
Closing date for this opportunity is June 1, 2016.
Method of Applying:
Please apply by submitting a resume to firstname.lastname@example.org as well as providing your salary expectations.
While we appreciate all submissions, only those considered for an interview will be contacted. Thank you for your interest in joining the CUA Team!