Associate Financial Consultant-Swan Lake Branch

Associate Financial Consultant-Swan Lake Branch

Job Category
:
Banking - Customer Service & Advice

Requisition Number
: ASSOC
001958

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• Posted :
  January 23, 2026
• Full-Time
• On-site

Showing 1 location

Reporting to the Branch Manager, the Associate Financial Consultant plays a vital role in supporting members with their everyday banking needs while building and retaining meaningful relationships. This position focuses on delivering efficient, friendly, and knowledgeable service to help members manage their daily finances with confidence.

As part of a collaborative team of consultants within the credit union, the Associate Financial Consultant offers clear, practical financial guidance at the introductory level. The role emphasizes assisting members with foundational financial matters—such as saving, spending, and managing routine transactions—while identifying opportunities to connect them with appropriate solutions and referring to internal experts when specialized advice is needed—ensuring each member s best interest remains the top priority.

The Associate Financial Consultant will also champion/support 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

• Holistically onboard new members by engaging in meaningful conversations that uncover both current priorities and potential future financial needs, advising on the appropriate day-to-day banking options while promoting and supporting the use of digital banking tools and services.
• Support members with introductory investment needs, offering clear information and guidance on products such as term deposits and registered plans (e.g., RRSPs, TFSAs, FHSAs), and referring to specialists for more complex investment advice when appropriate.
• Provide personalized guidance on everyday financial needs, helping members understand and access foundational solutions—including basic credit applications for personal loans, lines of credit, and credit cards
• Support members with simple estate account processing, provide clear guidance while ensuring accurate documentation and timely handling; refer complex estate needs to appropriate experts for specialized support.
• Responsible for opening business memberships, processing changes to signing authorities, and supporting simple business investment needs, while identifying and referring potential opportunities to specialists for more complex financial solutions.
• Ensure all inquiries and requests for information is completed accurately and efficiently.
• Achieve meeting personal and referral targets, as well as working in collaboration to successfully achieve overall branch targets.
• Develop and maintain a working knowledge of processes, procedures, and industry trends—including competitor products and strategies—to ensure the consistent, high-quality delivery of sales and service to members.
• Maintain professional confidentiality and privacy at all times.
• Responsible for compliance and risk management, through the execution of internal policies and procedures, maintain ongoing compliance with regulatory and legislative requirements at all times.
• Ensure that all programs, policies and process are implemented in a manner that supports ACU’s commitment to rural and agricultural communities, francophone services, values-based banking, respectful workplace and diversity, equity and inclusion.

QUALIFICATIONS

Education and experience

The competencies for this position would require a minimum grade twelve diploma, plus two to three years job related experience in the financial industry or an equivalent combination of education and experience.

Key Occupational

Skills:

• Strong interpersonal, verbal and presentation skills with the ability and passion to engage with others authentically, establish trust, and build long-lasting relationships
• 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
• Experience and comfort…