Personalized Financial Consultant

Position: Personalized Financial Consultant Role
Elevate your career as a Financial Consultant with Assiniboine Credit Union in Winnipeg. Deliver customized financial solutions and advice tailored to member needs in this full-time on-site position.

You'll play a vital role in deepening trust with members by offering tailored monetary solutions, including mortgages and investments. This collaborative position requires you to engage deeply with members to uncover their financial goals and help them align with suitable products. Your proactive approach is essential in driving member satisfaction and loyalty.

Key Responsibilities:

• Deliver personalized financial guidance to members

• Assess and structure credit and mortgage solutions

• Engage members in thorough financial onboarding sessions

• Support various investment products and strategies

• Conduct regular outreach to provide timely advice

Requirements:

• At least 3-4 years of experience in the financial sector

• Demonstrated understanding of mortgage processes

• Proficient in building long-lasting member relationships

• Comfortable in fast-paced environments with shifting priorities

• Prior credit union experience highly valued

Serve community needs through insightful financial consulting at Assiniboine Credit Union in Winnipeg.
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