Elevate member experiences as a Senior Financial Advisor with Cambrian Credit Union. This role focuses on managing high-value portfolios and providing tailored financial strategies in a hybrid setting. Join the dynamic Wealth Management Team at Cambrian Credit Union as a Senior Financial Advisor.

This position requires expertise in investment advisory and financial planning, guiding members toward their financial goals. With a strong emphasis on business development, you will collaborate with retail branches and utilize advanced financial tools to enhance the member experience. Key Responsibilities:
Manage and grow portfolios of valued members
Build team-oriented relationships with retail and digital branches




Implement comprehensive financial plans utilizing Conquest Planning
Stay informed on economic trends and market conditions
Lead service excellence initiatives for members Requirements:
Post-secondary degree or equivalent experience
Minimum five years in investment advisory roles
In-depth knowledge of Canadian financial products
Hold or obtain relevant certifications promptly
Robust problem-solving skills and member focus Deliver exceptional financial strategies, growth, and service at Cambrian Credit Union.

📌 Senior Financial Advisor At Cambrian Winnipeg
🏢 Cambrian Credit Union
📍 Winnipeg