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 applicationsRecommend banking, lending, investment,



and digital solutionsProvide advice on term deposits and registered productsConduct proactive contacts and scheduled financial check-insProcess straightforward and moderately complex estate accountsRequirements:Grade twelve diploma and three to four years related experienceTwo to three years advising on investments, mortgages, and lendingMortgage application experience; credit adjudication experience is an assetIntermediate French proficiency, written and verbalFinancial institution experience and solid relationship-building skillsUse mortgage, investment, and lending expertise to deliver trusted member advice at both ACU branches.#J-18808-Ljbffr

📌 Associate, Us Financial Consulting - C$88,000 - C$106,000 A Year (Winnipeg)
🏢 Assiniboine Credit Union
📍 Winnipeg