Financial Consultant Position in Winnipeg (Manitoba)

Financial Consultant Position in Winnipeg (Manitoba)

30 Aug
|
Assiniboine Credit Union
|
Manitoba

30 Aug

Assiniboine Credit Union

Manitoba

Become a crucial part of Assiniboine Credit Union in Winnipeg as a Financial Consultant. This full time position blends member-focused banking support with insightful financial advice.

In this role, you'll directly impact members' financial well-being by providing advice on mortgages, credit products, and investment strategies. Engaging with members through in-depth conversations allows you to identify their unique needs and recommend tailored solutions. Collaboration with team members enhances the service you deliver to clients.

Key Responsibilities:
• Provide personalized financial advice and member support
• Structure and advise on mortgage and credit solutions
• Conduct comprehensive financial conversations for onboarding




• Maintain and support estate account administration
• Drive proactive outreach for enhancing member engagement

Requirements:
• High school diploma plus 3-4 years in finance
• Proficient in French is mandatory
• Excellent interpersonal skills for relationship building
• Experience with mortgage applications and lending practices
• Knowledge of Credit Union products and regulations

Support the values of community and sustainability at Assiniboine Credit Union through expert financial consultancy.
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📌 Financial Consultant Position in Winnipeg (Manitoba)
🏢 Assiniboine Credit Union
📍 Manitoba

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