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This can be a Remote (Work from Home) position for residents of New Brunswick, Nova Scotia, Prince Edward Island and Newfoundland & Labrador
The role: Are you a financial advisor or trainer passionate about helping others succeed in the wealth management space? CU Financial Management is seeking a Regional Wealth Management Coach, Credit Unions to join our team and work with our shareholder credit unions to promote our wealth management services and develop the skills and expertise of credit union in-branch financial advisors and mutual fund licensed representatives.
As a Regional Wealth Management Coach, you will be a subject matter expert and wealth services champion. You will deliver regular training and coaching on wealth management services and processes, including mutual fund advisory skills, technical processes, compliance, and basic financial planning principles. In addition to training registered representatives, you will be responsible for building awareness and promoting our various services to all credit union staff, with the goal of increasing wealth management referrals and member penetration for wealth management and insurance services.