financial advisor Job
If this is a scam...
Mark as SPAM
Thank you for helping!...
Undo
Employer: Credit Union Atlantic
SpiderID: 14104726
Location: Halifax, Nova Scotia
Posted: 11/25/2025
Wage: 31.25 per hour
Priority Review Date: 2/23/2026
Job Code / NOC / SOC:
Category: Finance/Investment
Job Description:
Overview
Employer Name-Credit Union Atlantic
Address-Location7105 Chebucto Road suite 350, Halifax, NS, B3L 4W8
Salary: 31.25 hourly / 37.5 hours per week
Languages
English
Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Financial planning and services
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
Identify clients' financial goals and objectives
Supervise staff
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Arrange for sale of financial products and investments
Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
Area of specialization:
Financial planning
Benefits
Health benefits
Dental plan
Financial benefits
Group insurance benefits
Pension plan
How to apply
By email
[email protected]
Employer Name-Credit Union Atlantic
Address-Location7105 Chebucto Road suite 350, Halifax, NS, B3L 4W8
Salary: 31.25 hourly / 37.5 hours per week
Languages
English
Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Financial planning and services
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
Identify clients' financial goals and objectives
Supervise staff
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Arrange for sale of financial products and investments
Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
Area of specialization:
Financial planning
Benefits
Health benefits
Dental plan
Financial benefits
Group insurance benefits
Pension plan
How to apply
By email
[email protected]
Job Requirements:
Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Financial planning and services
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Financial planning and services
Job Criteria:
Start Date: As soon as possible
Position Type: Full-Time Permanent
Experience: 1
Education: Other
Travel:
Vacation:
Contact Information:
| Contact Name: Marie Mullally | Type: Employer |
| Company: Credit Union Atlantic |