Small Business Advisor in Halifax

Members of the CUA Team work to create and deliver a great banking experience to 25,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team of committed problem-solvers who think big and outside the box to help others take a step forward in their financial health. If you are excited about the opportunity to help people achieve what matters most, while changing the way people think about banking, consider the following role.

The Small Business Advisor is responsible for achieving sales and services results, effectively pursuing and responding to opportunities in Commercial Services and leveraging all sales channels. This position is accountable for the delivery of exceptional service to all existing and prospective members. It is also focused on activities that will attract, grow and retain commercial members to contribute to Commercial Services’ business and financial goals, which include deposit, loan and new membership growth.

Attributes:

• Proven client service skills with the ability to identify sales opportunities and promote CUA’s products and services.
• Exercise accuracy and discretion at all times.
• Strong competencies in the review and analysis of financial information, including both interim and annual financial statements.
• Experience to calculate appropriate ratio analyses and profitability analyses.
• Effective communicator and analytical thinker.
• Comfortable conducting in-person or telephone interviews to obtain personal and/or business financial data.
• Apply effective attention to detail in compiling loan packages and facilitating negotiation of loan structure.
• Provide financial counseling and determine appropriate investment structure for deposits.
• Monitor commercial account overdraft activity.

Education / Experience:

• Relevant university degree, diploma or accredited training.
• One to three years relevant experience in personal, small business or commercial lending; or, equivalent combination of training and experience.
• A proven track record of strong interpersonal, oral and written communication skills.
• Proven computer skills (Microsoft Office Suite with advanced knowledge of Word and Excel).
• Superior sales skills with a proven track record of results.

CUA strives to achieve a workplace where opportunities are based on skills and abilities and recognizes the value that diversity brings. We encourage applications from all qualified candidates, including those who identify as racially visible, indigenous, women in underrepresented roles, persons with disabilities and members of the 2SLGBTQI+ community. CUA supports candidates and employees with access and accommodation needs. If you are selected for an interview and require a specific accommodation, please let us know and we would be happy to assist.

This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications. A flexible work arrangement, including a hybrid work model, is available for this position.

Closing date for this opportunity is November 4, 2026.