Financial Advisor – CUA
CUA is a full-service banking institution that offers flexible products, personalized service and quick decisions that are made in the local marketplace. CUA serves more than 20,000 individuals and businesses in the HRM / Halifax market. Our success is the result of the CUA Team, a collection of problem-solvers and opportunity-seekers who are genuinely interested in doing what is best for our members. CUA invites qualified, enthusiastic individuals to apply for the following career 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 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.
- 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 July 2, 2019
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!