Deliver personalized mortgage, lending, and investment advice in person across Assiniboine Credit Union's Lakewood and Ile-des-Chenes branches. Support members Monday to Friday, 37.5 hours weekly.
Reporting to the Branch Manager, the Financial Consultant deepens member relationships through proactive needs discovery and customized guidance. You will support everyday banking, credit applications, mortgages, investments, and referrals. The work also includes onboarding members, outbound contacts, and business memberships.
Key Responsibilities:
- Assess member goals and structure compliant credit applications
- Recommend banking, lending, investment, and digital solutions
- Provide advice on term deposits and registered products
- Conduct proactive contacts and scheduled financial check-ins
- Process straightforward and moderately complex estate accounts
Requirements:
- Grade twelve diploma and three to four years related experience
- Two to three years advising on investments, mortgages, and lending
- Mortgage application experience; credit adjudication experience is an asset
- Intermediate French proficiency, written and verbal
- Financial institution experience and strong relationship-building skills
Use mortgage, investment, and lending expertise to deliver trusted member advice at both ACU branches.
Financial Consultant Mortgage Investment Advice in Winnipeg employer: ACU BCorp
Assiniboine Credit Union is an exceptional employer that prioritizes the well-being of its employees while fostering a strong sense of community. With a commitment to values-based banking, ACU offers robust training programs, career development opportunities, and a competitive compensation package, all within a supportive and inclusive work culture. Working at our St. Malo and St. Jean Baptiste locations means being part of a team that champions social and environmental responsibility, ensuring that every employee can thrive both personally and professionally.
