Expert Financial Consultant

Join Assiniboine Credit Union as a Financial Consultant and innovate personalized banking in Winnipeg, MB. Provide strategic advice on loans, investments, and financial planning for members.

This essential role connects with members by offering comprehensive financial solutions that meet diverse needs. With 3–4 years of related experience, you will leverage your knowledge to identify opportunities for growth and support through tailored advice and proactive outreach. Being part of a collaborative team enhances your ability to make a positive impact.

Key Responsibilities:

• Anticipate and meet member financial needs with clarity

• Advise on credit options and conduct mortgage assessments

• Facilitate seamless onboarding through thorough conversations

• Offer intermediate-level investment support and guidance

• Engage members with proactive outreach and financial check-ins

Requirements:

• 2–3 years providing financial advice in a financial institution

• Strong ability to build trust and relationships

• Comfort in a dynamic, complex work environment

• Knowledge of Credit Union operations is advantageous

• Comply with banking regulations and policies

Be at the forefront of financial consulting, delivering value and trust at Assiniboine Credit Union.
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