Financial Consultant at Assiniboine Credit Union

Enhance member relationships as a Financial Consultant at Assiniboine Credit Union in Winnipeg. Deliver personalized financial advice while supporting comprehensive banking needs in an on-site role.

The Financial Consultant will report to the Branch Manager and is pivotal in providing proactive financial guidance tailored to individual member goals. This full-time role merges day-to-day banking support with specialized advice on mortgages, credit solutions, and investment opportunities. The chosen candidate will focus on building trust and identifying diverse member needs.

Key Responsibilities:

• Provide customized financial advice for long-term goals

• Assess member financial capacity for credit solutions

• Onboard members through in-depth financial discussions

• Support investment needs with intermediate-level advice

• Engage in proactive outreach and meaningful financial conversations

Requirements:

• 3-4 years of experience in the financial industry

• Strong interpersonal and communication skills

• Proven ability to manage multiple priorities

• Experience with mortgage applications preferred

• Knowledge of credit union products and services

Join Assiniboine Credit Union to empower members while achieving financial success.
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