Elevate financial support at Assiniboine Credit Union as a Financial Consultant in Winnipeg. This on-site role combines personalized financial advice, mortgage solutions, and investment guidance for members’ success.
Assiniboine Credit Union is seeking a Financial Consultant to deepen member relationships and provide proactive financial solutions. Engaging in comprehensive financial discussions, you will help members achieve their immediate and long-term goals. This role offers a blend of everyday banking support, mortgage advice, and investment guidance, while maintaining high service standards.
Key Responsibilities:
• Deliver tailored financial advice based on member needs
• Advise on personal loans, credit lines, and mortgages
• Onboard current members through in-depth financial conversations




• Support investment needs and facilitate complex strategies
• Engage in proactive member check-ins and milestone discussions
Requirements:
• 3-4 years' experience in the financial industry
• Strong background in mortgages and credit applications
• Excellent interpersonal and presentation skills
• Strategic thinker with financial advisory capabilities
• Knowledge of Credit Union products and policies
Drive member success by fostering trust and providing exceptional financial guidance at Assiniboine Credit Union.
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📌 Financial Consultant at Assiniboine Credit Union (Winnipeg)
🏢 Assiniboine Credit Union
📍 Winnipeg