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.

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