Join Assiniboine Credit Union as a Financial Consultant and innovate personalized banking in Winnipeg, MB. Provide strategic advice on loans, investments, and financial planning for members.
This essential role connects with members by offering comprehensive financial solutions that meet diverse needs. With 3–4 years of related experience, you will leverage your knowledge to identify opportunities for growth and support through tailored advice and proactive outreach. Being part of a collaborative team enhances your ability to make a positive impact.
Key Responsibilities:
• Anticipate and meet member financial needs with clarity
• Advise on credit options and conduct mortgage assessments
• Facilitate seamless onboarding through thorough conversations
• Offer intermediate-level investment support and guidance
• Engage members with proactive outreach and financial check-ins
Requirements:
• 2–3 years providing financial advice in a financial institution
• Stro...