CU Financial Management Ltd. is seeking an Insurance Compliance Specialist to provide centralized oversight, administration, and regulatory compliance for our insurance business in Atlantic Canada.
This non-sales role supports Advisors and Investment Associates while ensuring licensing, AML/ATF controls, and policy adherence. The position coordinates onboarding, licensing, contracting, APEXA administration, and ongoing documentation for insurance and segregated funds, with strong attention to
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Insurance Compliance Specialist — Hybrid (Atlantic Canada) employer: CU Financial Management Ltd.
At CU Financial Management, we pride ourselves on being an exceptional employer that champions employee well-being and professional growth. Our supportive and flexible work environment, combined with a competitive compensation package and recognition as one of Atlantic Canada's Best Places to Work, makes us an attractive choice for those seeking meaningful careers in the financial services sector. Join us in making a positive impact on our clients' financial lives while thriving in a culture grounded in ethics, responsibility, and community.
Contact Details:
CU Financial Management Ltd. Recruitment Team
