27 Sep
|
Assiniboine Credit Union
|
St. James Industrial
27 Sep
Assiniboine Credit Union
St. James Industrial
Empower clients with financial guidance as a Financial Consultant in Winnipeg, MB at Assiniboine Credit Union. Foster strong relationships through tailored advice in various financial products. Reporting to the Branch Manager, this in office, full-time position focuses on supporting members by uncovering their financial needs and offering comprehensive solutions, from mortgages to investments.
You will collaborate within a dedicated team to ensure exceptional service while reinforcing ACU’s commitment to community values and responsible banking. Key Responsibilities:
- Anticipate and provide financial advice based on member goals
- Recommend credit solutions and structure applications appropriately
- Onboard members through detailed financial discussions
- Offer advice on basic investment products and strategies
- Initiate proactive check-ins to support evolving member needs Requirements:
- 3-4 years of experience in financial services
- Well-developed interpersonal and presentation skills
- Ability to work both independently and collaboratively
- Familiarity with financial industry processes and regulations
- Previous experience in a Credit Union is advantageous Use your financial knowledge to enrich member experiences and strengthen community ties at Assiniboine Credit Union.
📌 St. James Financial Consultant Role (St. James Industrial)
🏢 Assiniboine Credit Union
📍 St. James Industrial