St. James Financial Consultant Role (Steinbach)

St. James Financial Consultant Role (Steinbach)

16 Oct
|
Assiniboine Credit Union
|
Steinbach

16 Oct

Assiniboine Credit Union

Steinbach

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 on-site, 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 goalsRecommend credit solutions and structure applications appropriatelyOnboard members through detailed financial discussionsOffer advice on basic investment products and strategiesInitiate proactive check-ins to support evolving member needsRequirements:3-4 years of experience in financial servicesWell-developed interpersonal and presentation skillsAbility to work both independently and collaborativelyFamiliarity with financial industry processes and regulationsPrevious experience in a Credit Union is advantageousUse your financial knowledge to enrich member experiences and strengthen community ties at Assiniboine Credit Union.

📌 St. James Financial Consultant Role (Steinbach)
🏢 Assiniboine Credit Union
📍 Steinbach

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