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 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 (Steinbach)
🏢 Assiniboine Credit Union
📍 Steinbach