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.
📌 Financial Consultant Position in Winnipeg
🏢 Assiniboine Credit Union
📍 Winnipeg
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