Financial Consultant
Job in
Winnipeg, Manitoba, Canada
Listing for:
Assiniboine Credit Union
Full Time
position
Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
KEY
ACCOUNTABILITIES Deliver insightful financial advice by anticipating member needs, leveraging financial tools, life-stage cues, and gathering information to assist with forward-looking conversations that support long-term financial goalsAdvise on a wide range of credit solutions, including personal loans, lines of credit, and mortgages, by assessing member goals and financial capacity, structuring applications, and ensuring alignment with credit policies and risk guidelines.Holistically onboard new and existing members by conducting in-depth financial conversations to uncover current and future needs, recommending appropriate banking, lending, and investment solutions, and promoting the use of digital tools to enhance the overall member experience.Provide advice and support for everyday and intermediate-level investment needs, including term deposits and registered products (e.g., RRSPs, TFSAs, FHSAs), while identifying opportunities to introduce more complex wealth strategies in partnership with licensed specialists.Engage in proactive outbound contacts and scheduled check-ins, initiating meaningful financial conversations based on milestones or product opportunities, and delivers timely, relevant advice that supports member's evolving financial needs.Support estate account administration for straightforward and moderately complex cases, ensuring accurate documentation, timely processing, and a respectful, empathetic experience; escalate complex situations to specialized estate teams.Open and maintain business memberships, including updates to signing authorities and support for term investments and credit lines, while identifying opportunities for referrals to Business Advisors for more complex needs.Provide timely, accurate responses to member inquiries and requests, maintaining a high standard of service and operational excellence.Achieve personal and referral targets, as well as working in collaboration to successfully achieve overall branch targets.Works with Branch Manager to develop relationships with centers of influence in the communityAct 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.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 three to four years job-related experience in the financial industry or an equivalent combination of education and experience.
Key Occupational
Skills:
Minimum 2-3 years of experience with providing financial advice on investment, mortgage, and lending products to customers/members in a financial institutionDemonstrated experience working with mortgage application. Previous credit adjudication experience is an asset.Strong interpersonal, verbal and presentation skills with the ability and passion to engage with others authentically, establish trust, and build long-lasting relationshipsStrategic thinker with the demonstrated ability to understand and analyze member needs, develop and recommend appropriate products and services to support member’s financial successExperience and comfort with a fast-paced, complex work environment, and the ability to manage multiple and shifting priorities simultaneously, with an orientation toward delivering results.Self-starter with ability to work independently & in a team environmentPrevious work experience in a financial institution is requiredKnowledge of Credit Union products and services is an assetKnowledge of…
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