Assiniboine Credit Union seeks an Expert Financial Consultant to provide tailored financial advice and deepen member trust. Deliver proactive support for a range of financial needs, all while placing member interests first.

In this position, you will blend everyday banking with strategic financial conversations regarding mortgages, investments, and credit solutions. By understanding member goals, you will drive personalized financial strategies and facilitate smooth referrals to specialized experts.

Key Responsibilities:
• Provide tailored advice based on member financial goals
• Consult on a variety of credit solutions and products
• Holistically onboard and assess members' current financial needs




• Support member investment inquiries and future strategies
• Maintain high-quality service standards in all interactions

Requirements:
• Minimum 2-3 years in financial consulting
• Previous experience with mortgage application processes
• Robust verbal and interpersonal communication skills
• Ability to analyze and meet member financial needs
• Background in a financial institution is essential

Make a positive impact on the financial wellbeing of your community at Assiniboine Credit Union.
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📌 Expert Financial Consultant Role (Manitoba)
🏢 Brandon University
📍 Manitoba