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
• Solid 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 (Killarney)
🏢 Assiniboine Credit Union
📍 Killarney