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.

📌 Personalized Financial Advisor at ACU (Winnipeg)
🏢 Socket.dev
📍 Winnipeg