At CU Financial Management, our experienced advisors provide tailored financial planning for 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 grounded in the values that their members know and trust.
Today, CU Financial Management supports members and non-members, providing expert advice across our four provinces.
Check out our story: cufm.ca/about-us
WHAT WE OFFER
We are proud to offer a competitive salary and bonus structure, a defined contribution pension with a 5% employer contribution, matching RSP contributions, 100% employer-paid health and dental coverage, paid sick, volunteer, and personal days, wellness credit, a competitive vacation schedule, flexible work environment, and paid professional development.
We are honoured to have been named one of Atlantic Canada's Best Places to Work by Atlantic Business Magazine and to have been recognized as a Top Employer in 2024 by Wealth Professional Canada.
THE ROLE
Are you an experienced administration professional passionate about helping others succeed in the wealth management space? CU Financial Management is seeking an Administrative Associate to become a valuable member of our team.
In this role, you’ll work closely with our Regional Financial Planners in Nova Scotia, providing exceptional administrative and project support. With offices in Bedford, Waterville, Antigonish, Truro, and Port Hawkesbury, your primary location will be office-based, depending on your location. We also offer flexible work-from-home options to support work-life balance when scheduling allows.
The ideal candidate will excel at coordinating office tasks, possess exceptional organizational skills, and demonstrate outstanding communication abilities. You'll thrive in a role that involves interacting with clients and executing administrative responsibilities with precision and efficiency.
KEY RESPONSIBILITIES
- Schedule appointments, prepare meeting materials, address inquiries, follow up on referrals, and provide information about CU Financial Management wealth services to members and the public.
- Input financial plan data, format proposals, and process product applications efficiently.
- Maintain organized files and records using digital filing systems.
- Adhere to office workflow procedures to maximize efficiency.
- Prepare activity reports for the Financial Advisor.
- Handle incoming and outgoing mail and manage courier and fax communications.
- Assist in cultivating strong relationships with members, management, and staff.
- Collect and manage various internal documents and forms as needed.
- Uphold our policies and procedures, contributing to a safe and healthy workspace.
- Undertake additional duties and projects as assigned.
MINIMUM QUALIFICATIONS, SKILLS AND EXPERIENCE
- High school diploma with additional post-secondary education in an office careers program.
- Minimum of two years of experience as an Office Coordinator or similar administrative role.
- Completing the Canadian Securities Course or committing to complete it within one year of joining is preferred. Additionally, the Canadian Investment Funds Course and Life License are considered valuable assets.
- Proficiency in MS Office with a working knowledge of office equipment and personal computers.
- Strong technological aptitude and a forward-thinking mindset.
- In-depth understanding of the investment and insurance industry, with familiarity of the Canadian Credit Union system (highly desirable)
- Possesses a growth mindset, strategic thinking abilities, self-motivation, exceptional time management skills, a team-oriented approach, excellent communication skills (verbal, written, and virtual), strong relationship-building and partnership skills, and exceptional organizational capabilities.
- Ability to work independently in a fast-paced environment.
- Demonstrates tact and discretion in handling confidential and sensitive information.
At CU Financial Management, we embody a set of core values: Ethics, Responsibility, Trust, Community, Expertise, and Empathy. We are not just looking for qualifications but also for individuals who share and demonstrate these values.
We are dedicated to fostering a culture of growth and development. As an employee, you'll have access to opportunities for advancement. Excelling in your role opens doors to taking on more responsibilities, acquiring new skills, and advancing your career within our rapidly growing organization.
We're committed to your growth because we believe in growing together. We'd love to hear from you if you seek a challenging and rewarding opportunity with a company that values your contributions and actively supports your professional journey.
If this sounds like an opportunity for you, please submit your resume and cover letter.
Applications will be accepted until July 11, 2025, or until the position is filled.
Base Salary: $50,040 - $56,000 + Year-end Bonus
Please note that all offers of employment are conditional upon the acceptance of a criminal check and a credit check.
We wish to thank applicants in advance; only candidates selected for an interview will be contacted.
