KEY ACCOUNTABILITIES

- Deliver insightful financial advice by anticipating member needs, leveraging financial tools, life-stage cues, and gathering information to assist with forward-looking conversations that support long-term financial goals

- Advise on a wide range of credit solutions, including personal loans, lines of credit, and mortgages, by assessing member goals and financial capacity, structuring applications, and ensuring alignment with credit policies and risk guidelines.

- Holistically onboard new and existing members by conducting in-depth financial conversations to uncover current and future needs, recommending appropriate banking, lending, and investment solutions, and promoting the use of digital tools to enhance the overall member experience.

- Provide advice and support for everyday and intermediate-level investment needs, including term deposits and registered products (e.g., RRSPs, TFSAs, FHSAs), while identifying opportunities to introduce more complex wealth strategies in partnership with licensed specialists.

- Engage in proactive outbound contacts and scheduled check-ins, initiating meaningful financial conversations based on milestones or product opportunities, and delivers timely, relevant advice that supports member's evolving financial needs.

- Support estate account administration for straightforward and moderately complex cases, ensuring accurate documentation, timely processing, and a respectful, empathetic experience; escalate complex situations to specialized estate teams.

- Open and maintain business memberships, including updates to signing authorities and support for term investments and credit lines, while identifying opportunities for referrals to Business Advisors for more complex needs.

- Provide timely, accurate responses to member inquiries and requests, maintaining a high standard of service and operational excellence.

- Achieve personal and referral targets, as well as working in collaboration to successfully achieve overall branch targets.





- Works with Branch Manager to develop relationships with centers of influence in the community

- Act as an ambassador of ACU by being visible in the community in support of corporate and community initiatives.

- Stay informed on financial industry trends, competitor offerings, regulatory changes, and internal processes to ensure the delivery of relevant, high-quality advice and service.

- Maintain professional confidentiality and privacy at all times.

- Responsible for compliance and risk management, through the execution of internal policies and procedures, maintain ongoing compliance with regulatory and legislative requirements at all times.

- Ensure that all programs, policies and process are implemented in a manner that supports ACU’s commitment to rural and agricultural communities, francophone services, values-based banking, respectful workplace and diversity, equity and inclusion.

QUALIFICATIONS

Education and experience

The competencies for this position would require a minimum grade twelve diploma, plus three to four years job-related experience in the financial industry or an equivalent combination of education and experience.

Key Occupational Skills:

- Minimum 2-3 years of experience with providing financial advice on investment, mortgage, and lending products to customers/members in a financial institution

- Demonstrated experience working with mortgage application.

Previous credit adjudication experience is an asset.

- Strong interpersonal, verbal and presentation skills with the ability and passion to engage with others authentically, establish trust, and build long-lasting relationships





- Strategic thinker with the demonstrated ability to understand and analyze member needs, develop and recommend appropriate products and services to support member’s financial success

- Experience and comfort with a rapid-paced, complex work environment, and the ability to manage multiple and shifting priorities simultaneously, with an orientation toward delivering results.

- Self-starter with ability to work independently & in a team environment

- Previous work experience in a financial institution is required

- Knowledge of Credit Union products and services is an asset

- Knowledge of Credit Union policies, procedures and operations is an asset

LOCATION: This role will support our Killarney and Cartwright branches.

The successful applicant must be willing to commute to both locations.

HOURS: This role will work 37.5 hours per week, Monday to Friday.

Who we are

As a Certified B Corporation® and one of Manitoba’s Top Employers (2025), the culture at Assiniboine Credit Union / Caisse Assiniboine is supportive of the individual while focused on the greater community.

With the widest geographic reach of any credit union in Manitoba, you’ll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community.

Choosing to work at Assiniboine means that you’ll be working for a uniquely Manitoban credit union that…

- puts people, planet and prosperity first,

- values diversity and inclusion,

- is committed to serving its urban, rural, agricultural, and Francophone communities,

- supports employees through training programs and long-term career development,

- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.

- is focused on social and environmental responsibility.

If doing things differently

Required Skill Profession

Financial Specialists

📌 Financial Consultant (8 Month Term) Killarney and Cartwright Branches
🏢 Assiniboine Credit Union
📍 Killarney