Deliver personalized mortgage, lending, and investment advice in person across Assiniboine Credit Union’s Lakewood and Ile-des-Chenes branches. Support members Monday to Friday, 37.5 hours weekly.

Reporting to the Branch Manager, the Financial Consultant deepens member relationships through proactive needs discovery and customized guidance. You will support everyday banking, credit applications, mortgages, investments, and referrals. The work also includes onboarding members, outbound contacts, and business memberships.

Key Responsibilities:
Assess member goals and structure compliant credit applications
Recommend banking, lending, investment, and digital solutions
Provide advice on term deposits and registered products




Conduct proactive contacts and scheduled financial check-ins
Process straightforward and moderately complex estate accounts

Requirements:
Grade twelve diploma and three to four years related experience
Two to three years advising on investments, mortgages, and lending
Mortgage application experience; credit adjudication experience is an asset
Intermediate French proficiency, written and verbal
Financial institution experience and solid relationship-building skills

Use mortgage, investment, and lending expertise to deliver trusted member advice at both ACU branches.

📌 Financial Consultant Mortgage Investment Advice Ile Des Chênes (Canada)
🏢 ACU BCorp
📍 Canada