Assiniboine Credit Union seeks a dedicated Financial Consultant in Winnipeg to provide expert financial advice. Your focus will be on creating valuable, personalized solutions catering to members' banking and investment needs.
Reporting directly to the Branch Manager, this full-time position plays a crucial part in building member trust through thorough discussions about their financial aspirations. You will leverage your knowledge of credit solutions and investment strategies to offer comprehensive guidance that aligns with both immediate and long-term goals.
Key Responsibilities:
• Deliver proactive financial advice to members
• Assess and advise on credit applications and loans
• Onboard members through detailed financial conversations
• Support everyday investment needs and introduce complex strategies
• Conduct proactive outreach to maintain member engagement
Requirements:
• 2-3 years experience in financial advising roles
• Strong skills in interper...