Senior Financial Consultant- St James Branch

Job Category
:
Banking - Customer Service & Advice

Requisition Number
: SENIO
001913

• Posted:
  December 16, 2025
• Full‑Time
• On-site

Showing 1 location

St. James
St. James Branch
694 St James St
Winnipeg, MB , CAN

Reporting to the Branch Manager, the Senior Financial Consultant is a seasoned professional responsible for delivering comprehensive financial advice and customized financial solutions to members with complex and evolving needs. This role focuses on building deep, long‑term relationships by providing sophisticated solutions across retirement planning, investment strategy, and advanced credit structuring.

As a senior member of the Consultant team, the Senior Financial Consultant acts as a partner to internal financial planners, navigating life‑stage transitions, and intergenerational investment planning. With a strong understanding of financial regulations, risk management, and member‑centric strategies, this role plays a critical part in helping members make informed decisions that align with their goals.

The Senior Financial Consultant also plays a leadership role within the branch, contributing to a culture of excellence, supporting other consultants, and collaborating cross‑functionally to deliver seamless, end‑to‑end financial solutions.

• Deliver holistic financial planning by conducting thorough financial reviews, developing tailored strategies, and guiding members through complex planning scenarios such as retirement income planning, estate considerations, and intergenerational wealth transfer.
• Advise on a broad range of investment solutions, including registered and non‑registered products, leveraging financial planning tools and collaborating with and/or referring to Wealth Management partners for portfolio construction, risk assessment, and tax‑efficient investment strategies.
• Proficiently structure and manage complex credit solutions, advising on a wide range of credit products.
• Lead the member relationship through key life events, offering proactive guidance and coordinating with internal and external professionals, collaborating across departments to deliver seamless member experiences.
• Champion member advocacy by ensuring every solution is tailored to the member’s best interest and proactively identifying opportunities for deeper engagement and long‑term planning.
• Act as a senior resource within the advisory team, mentoring junior advisors, providing support and sharing knowledge to elevate overall team capability.
• Stay current on regulatory, market, and product knowledge, maintaining required licensing and contributing to the branch’s professional standards of advice and conduct.
• Provide timely, accurate responses to member inquiries and requests, maintaining a high standard of service and operational excellence.
• Achieve personal and referral targets, and work collaboratively to successfully achieve overall branch targets.
• Nurture and grow established relationships with centers of influence in the community.
• Maintain professional confidentiality and privacy at all times.
• Act as an ambassador of ACU by being visible in the community in support of corporate and community initiatives.
• Stay informed on financial industry trends, competitor offerings, regulatory changes, and internal processes to ensure the delivery of relevant, high‑quality advice and service.
• Responsible for compliance and risk management through the execution of internal policies and procedures, maintaining ongoing compliance with regulatory and legislative requirements at all times.
• Ensure that all programs, policies and processes support ACU’s commitment to rural and agricultural communities, francophone services, values‑based banking, respectful workplace and diversity, equity and inclusion.

Education and experience

The competencies for this position require a minimum grade twelve diploma, plus five to seven years of job‑related experience in the financial industry or an equivalent combination of education and experience. Certificate in Financial Services Advice (CFSA) or equivalent is an asset.

Key Occupational Skills

• 3‑5 years of experience providing advice on financial products (consumer…