Winnipeg Financial Consultant Role (Manitoba)

Winnipeg Financial Consultant Role (Manitoba)

18 Aug
|
Assiniboine Credit Union
|
Manitoba

18 Aug

Assiniboine Credit Union

Manitoba

Join Assiniboine Credit Union in Winnipeg as a Financial Consultant. This full-time position prioritizes member relationships through personalized advice and a comprehensive understanding of financial products.

In this on-site role, you will report to the Branch Manager and serve as a vital resource for members, offering tailored advice on mortgages, investments, and credit solutions. Your skills will enable deepening relationships through meaningful financial conversations and proactive engagement with members. This position emphasizes creating a supportive banking experience for diverse communities.

Key Responsibilities:
• Anticipate member needs and deliver insightful financial advice
• Assess and advise on credit solutions for personal needs




• Conduct detailed financial onboarding discussions
• Support investment strategies alongside financial specialists
• Drive proactive outreach to address evolving member needs

Requirements:
• Minimum of 3 years' financial advisory experience
• Proven experience with mortgage applications
• Strong communication skills and relationship-building ability
• Capable of managing a rapid-paced workflow
• Familiarity with Credit Union operations preferred

Enhance community connections by delivering exceptional financial services as a Financial Consultant in Winnipeg.
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📌 Winnipeg Financial Consultant Role (Manitoba)
🏢 Assiniboine Credit Union
📍 Manitoba

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