Contribute to financial wellness as a Wealth Advisor with Assiniboine Credit Union. This position emphasizes relationship-building and comprehensive financial planning across our member base.

Based at the St. Vital Branch, you'll provide expert investment advice while ensuring a high standard of service. Your role will include creating tailored financial paths for members, actively cross-selling ACU's offerings, and fulfilling compliance requirements. Collaborate with internal teams to enhance member satisfaction and drive growth for ACU.

Key Responsibilities:
• Deliver personalized financial advice and strategies
• Manage a robust portfolio of member relationships
• Ensure adherence to regulatory and compliance standards




• Educate staff on wealth management services
• Conduct annual reviews of member financial plans

Requirements:
• 2-3 years’ experience in the finance industry
• Completion of Canadian Investment Funds or Securities Course
• Required PFP/CFP/QAFP designation or future commitment
• Excellent communication and relationship-building skills
• Knowledge of Credit Union policies beneficial

Join ACU in promoting social responsibility while guiding members in achieving their financial goals.
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📌 Wealth Advisor for ACU Wealth Management (Manitoba)
🏢 Assiniboine Credit Union
📍 Manitoba