Elevate your financial advising career with Assiniboine Credit Union as a Wealth Advisor. This role focuses on providing strategic financial planning and building lasting relationships with members.

Located at the St. Vital Branch, you will report directly to the Manager of Wealth Advisors. Your responsibilities include member investment advice, creating annual business plans, and offering personalized financial planning. Collaborate with other specialists and actively cross-sell ACU’s products to enhance client relationships and meet their financial goals.

Key Responsibilities:
• Provide tailored investment and wealth planning advice
• Educate and refer members to relevant services
• Develop current business through existing relationships




• Ensure compliance with regulatory requirements
• Conduct regular portfolio reviews for existing members

Requirements:
• 2-3 years of experience in financial services
• Completion of Canadian Investment Funds Course or Canadian Securities Course
• PFP/CFP/QAFP designation or commitment to obtain
• Strong interpersonal and analytical skills
• Bilingualism in French is a plus

Enhance member satisfaction with exceptional service while contributing to ACU’s vision of community-based values.
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📌 Wealth Advisor at Assiniboine Credit Union (Manitoba)
🏢 Assiniboine Credit Union
📍 Manitoba