Join Assiniboine Credit Union as a Personalized Financial Advisor, where you will deliver customized financial guidance and build lasting member relationships. Help clients navigate their everyday banking and investment needs.

As a Financial Consultant, you'll work closely with the Branch Manager to provide personalized advice on a range of financial products, from mortgages to investments. This role emphasizes understanding each member's unique goals while identifying opportunities for comprehensive solutions and referrals to experts.

Key Responsibilities:
• Provide tailored financial advice aligning with member goals
• Evaluate and structure mortgage and credit applications
• Conduct thorough onboarding conversations with members




• Introduce investment strategies for longer-term needs
• Initiate proactive follow-ups to support member journeys

Requirements:
• Minimum 2-3 years of financial advice experience
• Familiarity with mortgage processes and credit evaluation
• Solid interpersonal skills to foster member trust
• Ability to analyze member needs strategically
• Knowledge of Credit Union operations is a plus

Empower members’ financial futures through personalized advice and dedicated service at Assiniboine Credit Union.
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📌 Personalized Financial Advisor at ACU (Manitoba)
🏢 Socket.dev
📍 Manitoba