Provencher Branch Financial Consultant Role (Manitoba)

Provencher Branch Financial Consultant Role (Manitoba)

27 Aug
|
Assiniboine Credit Union
|
Manitoba

27 Aug

Assiniboine Credit Union

Manitoba

Join Assiniboine Credit Union as a Financial Consultant at the Provencher Branch in Winnipeg. This full-time, in office role emphasizes proactive, personalized financial guidance for members.

You will be instrumental in developing and maintaining strong member relationships through tailored financial advice on lending, investments, and credit solutions. The role requires collaborating with internal experts to facilitate comprehensive solutions, all focused on promoting member welfare. Candidates must demonstrate proficiency in financial strategies to enrich member experiences.

Key Responsibilities:
• Anticipate member needs with insightful financial advice
• Assess and structure mortgage and loan applications
• Facilitate financial onboarding dialogues with members




• Initiate meaningful conversations based on financial milestones
• Manage estate account documentation and processes

Requirements:
• Completed high school diploma, plus 3-4 years industry experience
• Required fluency in French (both written and spoken)
• Strong analytic and strategic thinking abilities
• Experience with investment products and mortgage processes
• Familiarity with Credit Union policies is a plus

Leverage your financial expertise to empower members at Assiniboine Credit Union.
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📌 Provencher Branch Financial Consultant Role (Manitoba)
🏢 Assiniboine Credit Union
📍 Manitoba

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