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