Wealth Advisor; Steinbach

Description Build a rewarding career with Steinbach Credit Union

Steinbach Credit Union (SCU) is one of Manitoba’s largest credit unions and among the top 10 in Canada, with over $11 billion in assets. For the past 80 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide advice and recommend products and services that are tailored to meet every member’s individual needs.

Our member-centric approach is a key driver in everything we do, and our level of service is second to none.

We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit our website .

We currently have an opportunity for a Wealth Advisor to join our team in our Winnipeg and Steinbach branches. The Wealth Advisor seeks to manage and grow the wealth management portfolio by providing exceptional service to both existing and potential members through promotion and sales of mutual funds-centered (Aviso Wealth) investment products and services.

Manage an assigned book of business, providing member centered investment guidance aligned with their financial goals, needs, and risk tolerance.

Develop and implement comprehensive retirement strategies for members and prospective members, leveraging expertise in tax planning and investment principles.

Strengthen member relationships by identifying financial needs and proactively recommending appropriate products and services to support their long‑term objectives.

Maintain current knowledge of investment products, services, policies, and regulatory requirements to ensure accurate advice and full compliance with industry standards.

• Proactively build and deepen relationships with new and existing members through needs‑based assessments, uncovering both immediate and future financial opportunities.
• Develop and execute business development strategies, including outreach, appointment generation, and community engagement to acquire new members and grow the wealth advisory business.
• Provide tailored financial advice by understanding members’ investment and banking needs, introducing appropriate strategies, and recommending suitable products and services.
• Manage a structured member relationship plan, delivering timely and accurate service while meeting sales, performance, and financial planning objectives.
• Build strong partnerships with internal and external stakeholders, generating high‑quality referrals and ensuring members receive comprehensive financial solutions.

• Minimum of two years of post-secondary education or equivalent (undergraduate degree preferred)
• A minimum of 4-6 years of job related experience or equivalent combination of experience and education
• Mutual Fund License (IFIC) and Qualified Associate Financial Planner (QAFP) designation are required.
• Working towards the Certified Financial Planner (CFP) designation will be considered an asset.
• Strong relationship management and sales skills, including in-depth knowledge required to promote products and services

• Strong understanding of wealth management strategies including tax planning, investment products and portfolio construction and management, estate planning, retirement planning and risk management

Excellent relationship‑building and influence skills to support member acquisition, retention, and engagement

• Advanced working knowledge of the financial…