Build a rewarding career with Steinbach Credit Union Steinbach Credit Union (SCU) is one of Manitoba’s largest credit unions and among the top 10 in Canada, with over $11 billion in assets. Our member-centric approach is a key driver in everything we do, and our level of service is second to none.We currently have an opportunity for a Wealth Advisor to join our team in our Winnipeg and Steinbach branches.

The Wealth

Advisor seeks to manage and grow the wealth management portfolio by providing exceptional service to both existing and potential members through promotion and sales of mutual funds-centered (Aviso Wealth) investment products and services. Manage an assigned book of business, providing member centered investment guidance aligned with their financial goals, needs, and risk tolerance. Develop and implement comprehensive retirement strategies for members and prospective members, leveraging expertise in tax planning and investment principles.

Strengthen member relationships by identifying financial needs and proactively recommending appropriate products and services to support their long‑term objectives. Maintain current knowledge of investment products, services, policies, and regulatory requirements to ensure accurate advice and full compliance with industry standards. Proactively build and deepen relationships with new and existing members through needs‑based assessments, uncovering both immediate and future financial opportunities.

Develop and execute business development strategies, including outreach, appointment generation, and community engagement to acquire new members and grow the wealth advisory business. Provide tailored financial advice by understanding members’ investment and banking needs, introducing appropriate strategies, and recommending suitable products and services. Manage a structured member relationship plan, delivering timely and accurate service while meeting sales, performance, and financial planning objectives.





Build strong partnerships with internal and external stakeholders, generating high‑quality referrals and ensuring members receive comprehensive financial solutions. Minimum of two years of post-secondary education or equivalent (undergraduate degree preferred) Mutual Fund License (IFIC) and Qualified Associate Financial Planner (QAFP) designation are required. Working towards the Certified Financial Planner (CFP) designation will be considered an asset.

Deep proficiency in modern financial tools, planning platforms, and advisory technologies to support data‑driven member solutions ~ Robust understanding of wealth management strategies including tax planning, investment products and portfolio construction and management, estate planning, retirement planning and risk management Demonstrated commitment to continuous learning and ongoing professional development within the financial services industry Excellent relationship‑building and influence skills to support member acquisition, retention, and engagement Advanced working knowledge of the financial industry, including products, regulations, and advisory best practices Well‑established ties to the community, with the ability to develop and grow long‑term member relationships You will receive a competitive annual salary based on skills and experience. In addition, you will be eligible for variable compensation and matched pension plan per SCU policies. Extended medical, dental, vision benefits, plus a health spending account (100% of premiums are paid by SCU) Critical Illness insurance, Life insurance, AD&D; insurance, and Employee Assistance programs Employee Banking benefits (i.e. free chequing account, low interest MasterCard, bonus rate on deposit and lending products) We believe our employees should represent the diversity of our members and the communities in which we live and serve.

If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we’ll work with you to meet your needs.

📌 Consultant(e) - Banking & Financial Services (Steinbach)
🏢 Steinbach Credit Union
📍 Steinbach