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. #J-18808-Ljbffr

📌 Wealth Advisor for ACU Wealth Management (Winnipeg)
🏢 Assiniboine Credit Union
📍 Winnipeg