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 recent 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.
📌 Financial Consultant at Assiniboine Credit Union (Winnipeg)
🏢 Assiniboine Credit Union
📍 Winnipeg
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