Associate Financial Consultant Branch - Term

Job Category: Banking
- Customer Service & Advice

Requisition Number: ASSOC
002292

• Posted :
  October 13, 2026
• Full-Time
• On-site

Showing 1 location

18th at Kirkcaldy
1711A Kirkcaldy Drive
Brandon, MB , CAN

Role Overview

Reporting to the Branch Manager, the Associate Financial Consultant plays a vital role in supporting members with their everyday banking needs while building and retaining meaningful relationships. This position focuses on delivering efficient, friendly, and knowledgeable service to help members manage their daily finances with confidence.

As part of a collaborative team of consultants within the credit union, the Associate Financial consultant offers clear, practical financial guidance at the introductory level. The role emphasizes assisting members with foundational financial matters—such as saving, spending, and managing routine transactions—while identifying opportunities to connect them with appropriate solutions and referring to internal experts when specialized advice is needed—ensuring each member's best interest remains the top priority.

The Associate Financial Consultant will also champions/ supports Assiniboine Credit Union/ Caisse Assiniboine (ACU)'s commitment to rural and agricultural communities, francophone services, values-based banking and ACU's triple bottom line accountability to people, planet, and prosperity.

KEY ACCOUNTABILITIES

• Holistically onboard new members by engaging in meaningful conversations that uncover both current priorities and potential future financial needs, advising on the appropriate day-to-day banking options while promoting and supporting the use of digital banking tools and services.
• Support members with introductory investment needs, offering clear information and guidance on products such as term deposits and registered plans (e.g., RRSPs, TFSAs, FHSAs), and referring to specialists for more complex investment advice when appropriate.
• Provide personalized guidance on everyday financial needs, helping members understand and access foundational solutions—including basic credit applications for personal loans, lines of credit, and credit cards
• Support members with simple estate account processing, provide clear guidance while ensuring accurate documentation and timely handling; refer complex estate needs to appropriate experts for specialized support.
• Responsible for opening business memberships, processing changes to signing authorities, and supporting simple business investment needs, while identifying and referring potential opportunities to specialist for more complex financial solutions.