03 Sep
|
Assiniboine Credit Union
|
Winnipeg
03 Sep
Assiniboine Credit Union
Winnipeg
Join Assiniboine Credit Union as a Financial Consultant based in Rivers, Manitoba. Engage directly with members to provide personalized financial advice and solutions in a full-time, on-site role.
In this key position, you will work closely with the Branch Manager, offering insights and assistance on various financial needs such as mortgages, investments, and credit solutions. The role requires establishing trust with members and ensuring compliance with operational guidelines while actively contributing to community-focused initiatives.
Key Responsibilities: • Anticipate member needs and provide relevant financial advice • Advise on personal loans, mortgages,
and credit solutions • Onboard members through comprehensive financial discussions • Support estate accounts and maintain accurate documentation • Achieve personal and referral targets collaboratively
Requirements: • 2-3 years of experience in financial advisory roles • Strong communication and relationship-building skills • Ability to thrive in a complex, quick-paced environment • Self-starter with understanding of credit products • Experience in credit union or financial institution beneficial
Drive financial well-being by leveraging expertise at Assiniboine Credit Union. #J-18808-Ljbffr
📌 Financial Consultant in Rivers, MB (Winnipeg)
🏢 Assiniboine Credit Union
📍 Winnipeg