Provencher Office | Provencher, 2nd Floor
205 Provencher Blvd, Unit 201
Winnipeg, MB R2H 0G4, CAN

Description

ROLE OVERVIEW

Reporting to the Manager, Wealth Foundations, the Wealth Consultant is integral to delivering a consistent, relationship-based wealth experience for members who are beginning or building their wealth journey. Working collaboratively within a centralized Wealth Foundations team, the role co-manages a shared portfolio of member relationships, providing proactive outreach, goals-based investment advice, and basic planning support. The Wealth Consultant builds and strengthens member relationships, delivers exceptional service to existing and new wealth members, and helps members develop strong financial habits, consolidate and optimize their investment accounts, and progress toward their financial goals. This role supports Assiniboine Credit Union/Caisse Assiniboine (ACU)'s commitment to rural and agricultural communities, francophone services, values-based banking, and ACU's triple bottom line accountability to people, planet, and prosperity.

KEY ACCOUNTABILITIES:

- Work collaboratively within the Wealth Foundations team to co-manage a shared portfolio of member investment relationships, ensuring the consistent delivery of advice, service standards, and member experience.
- Deliver personalized, relationship-based investment advice to members with up to $50,000 in investable assets, supporting members who are beginning or building their wealth journey.
- Proactively engage members to maintain relationships, assess evolving financial needs, conduct portfolio reviews, and provide an exceptional member experience through video, telephone, and in-person interactions.




- Support members on their wealth journey through goals-based planning and investment advice, assessing financial objectives, investment knowledge, and risk tolerance to recommend suitable solutions aligned with ACU Wealth's approved product shelf, with a primary focus on NEI Investments mutual funds.
- Utilize NEI planning tools and calculators to provide basic planning guidance that supports members in achieving their financial goals.
- Support members in developing strong financial habits through education, goals-based planning conversations, and ongoing advice tailored to their evolving needs and objectives.
- Ensure all regulatory requirements are met by maintaining current Know Your Client (KYC) and Know Your Product (KYP) information, conducting ongoing suitability assessments, and ensuring investment recommendations remain appropriate as member circumstances evolve.
- Identify opportunities to deepen member relationships through additional contributions, investment consolidation opportunities, and asset transfers from external financial institutions.
- Identify and refer members within ACU Wealth, ACU Wealth Strategies, retail and business banking partners as appropriate.
- Maintain a strong understanding of Qtrade Direct Investing and Qtrade Guided Portfolios to identify opportunities and facilitate referrals to digital wealth solutions when appropriate.




- Maintain current knowledge of financial markets, industry trends and basic taxation considerations to support quality member advice.
- Actively contribute to the success of the Wealth Foundations team by identifying opportunities to improve operational efficiency, strengthen team-based service delivery, enhance member servicing, and support continuous improvement initiatives.
- Model ACU's commitment to rural and agricultural communities, francophone services, values-based banking, diversity, equity and inclusion, and a respectful workplace, while acting as an ambassador for ACU Wealth within the organization and community.

QUALIFICATIONS

Education and Experience

The competencies required for this position are typically acquired through the completion of post-secondary education plus two to three years of job-related experience in financial services, or an equivalent combination of education and experience. A valid Mutual Funds license is required.

Key Occupational Skills:

- Strategic thinker with the demonstrated ability to understand and analyze member needs, develop and recommend appropriate products and services to support member’s financial success
- Strong interpersonal, verbal and presentation skills with the ability and passion to engage with others authentically, establish trust, and build long-lasting relationships
- Solid organizational and time management skills, with the ability to manage multiple priorities in a fast-paced environment while maintaining a high degree of accuracy and attention to detail.
- Self-starter with ability to work collaboratively within a team-based advisory model wh

📌 Wealth Consultant (Winnipeg)
🏢 Assiniboine Credit Union
📍 Winnipeg