On-site Financial Consultant in Cartwright (Winnipeg)

On-site Financial Consultant in Cartwright (Winnipeg)

30 Jul
|
Assiniboine Credit Union
|
Winnipeg

30 Jul

Assiniboine Credit Union

Winnipeg

Step into a Financial Consultant role with Assiniboine Credit Union, focusing on personalized service in Killarney and Cartwright. This on-site position emphasizes proactive financial advice and member engagement.

The Financial Consultant role is integral to fostering trust with members through tailored financial conversations. You will provide in-depth advice on mortgages, investment products, and everyday banking, ensuring members' needs are comprehensively supported.

Your goal is to enhance the member experience while achieving branch targets.

Key Responsibilities:

- Anticipate and meet member financial needs effectively
- Advise on a comprehensive range of credit solutions
- Conduct thorough onboarding for new and existing members




- Assist with intermediate investment inquiries
- Maintain operational excellence in responses and referrals

Requirements:

- 3-4 years of experience in the financial field
- Robust understanding of lending and investment products
- Proven ability to build authentic relationships
- Self-starter capable of managing multiple tasks
- Knowledge of industry regulations and compliance

Provide impactful financial guidance and enrich the member experience at Assiniboine Credit Union.

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📌 On-site Financial Consultant in Cartwright (Winnipeg)
🏢 Assiniboine Credit Union
📍 Winnipeg

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