Overview
Financial Consultant at Assiniboine Credit Union Jobs in Winnipeg, Canada at Assiniboine Credit Union Limited
Title: Financial Consultant at Assiniboine Credit Union
Company: Assiniboine Credit Union Limited
Location: Winnipeg, Canada
Category:
Enhance member relationships as a Financial Consultant at Assiniboine Credit Union in Winnipeg. Deliver personalized financial advice while supporting comprehensive banking needs in an on-site role.
The Financial Consultant will report to the Branch Manager and is pivotal in providing proactive financial guidance tailored to individual member goals. This full-time role merges day-to-day banking support with specialized advice on mortgages, credit solutions, and investment opportunities. The chosen candidate will focus on building trust and identifying diverse member needs.
Key Responsibilities:
• Provide customized financial advice for long-term goals
• Assess member financial capacity for credit solutions
• Onboard members through in-depth financial discussions
• Support investment needs with intermediate-level advice
• Engage in proactive outreach and meaningful financial conversations
Requirements:
• 3-4 years of experience in the financial industry
• Strong interpersonal and communication skills
• Proven ability to manage multiple priorities
• Experience with mortgage applications preferred
• Knowledge of credit union products and services
Join Assiniboine Credit Union to empower members while achieving financial success.
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