Associate Financial Consultant – McTavish

Brandon University; Brandon; On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

Bonuses

Matched pension

Health & dental benefits

Job summary

Assiniboine Credit Union is seeking an Associate Financial Consultant at McTavish to support members with everyday banking and build lasting relationships.

You will provide friendly, knowledgeable service, guide basic financial needs, and refer complex cases to specialists while contributing to branch targets and community commitments.

Qualifications

• Minimum Grade 12 diploma and 2–3 years of job-related experience in the financial industry.
• Knowledge of Credit Union products and services is an asset.
• Familiarity with Credit Union policies, procedures and operations is an asset.

Responsibilities

• Onboard new members by engaging in conversations to uncover priorities and banking needs.
• Provide introductory financial guidance on products like term deposits, RRSPs, TFSAs, and refer complex cases to specialists.
• Guide everyday financial needs including personal loans, lines of credit, and credit cards.
• Assist with simple estate account processing and refer complex needs to experts.
• Open business memberships, update signing authorities, and support simple business investments.
• Ensure inquiries are answered accurately and efficiently while meeting targets.
• Develop knowledge of processes, industry trends, and competitive products to deliver high-quality sales and service.

Skills

Interpersonal skills

Strategic thinking

Multi-tasking

Self-starter

Financial industry experience

Credit Union knowledge

Education

Grade 12 diploma

Job description

Associate Financial Consultant - McTavish

Assiniboine Credit Union Posted: September 25, 2026
Expires: October 5, 2026

Reporting to the Branch Manager, the Associate Financial Consultantplays a vital role in supporting members with their everyday banking needs while building and retaining meaningful relationships. This position focuses on delivering efficient, friendly, and knowledgeable service to help members manage their daily finances with confidence.

As part of a collaborative team of consultants within the credit union, the Associate Financial consultantoffers clear, practical financial guidance at the introductory level. The role emphasizes assisting members with foundational financial matters - such as saving, spending, and managing routine transactions - while identifying opportunities to connect them with appropriate solutions and referring to internal experts when specialized advice is needed - ensuring each member's best interest remains the top priority.

The Associate Financial Consultant will also champions/ supports Assiniboine Credit Union/ Caisse Assiniboine (ACU)'s commitment to rural and agricultural communities, francophone services, values-based banking and ACU's triple bottom line accountability to people, planet, and prosperity.

KEY ACCOUNTABILITIES

• Holistically onboard new members by engaging in meaningful conversations that uncover both current priorities and potential future financial needs, advising on the appropriate day-to-day banking options while promoting and supporting the use of digital banking tools and services.
• Support members with introductory investment needs, offering clear information and guidance on products such as term deposits and registered plans (e.g., RRSPs, TFSAs, FHSAs), and referring to specialists for more complex investment advice when appropriate.
• Provide personalized guidance on everyday financial needs, helping members understand and access foundational solutions—including basic credit applications for personal loans, lines of credit, and credit cards
• Support members with simple estate account processing, provide clear guidance while ensuring accurate documentation and timely handling; refer complex estate needs to appropriate experts for specialized support.
• Responsible for opening business memberships, processing changes to signing authorities, and supporting simple business investment needs, while identifying and referring potential opportunities to specialist for more complex financial solutions.
• Ensure all inquiries and requests for information is completed accurately and efficiently.
• Achieve meeting personal and referral targets, as well as working in collaboration to successfully achieve overall branch targets.
• Develop and maintain a working knowledge of processes, procedures, and industry trends—including competitor products and strategies to ensure the consistent, high-quality delivery of sales and service to members.
• 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 two to three years job related experience in the financial industry or an equivalent combination of education and experience.

Key Occupational Skills:

• Strong interpersonal, verbal and presentation skills with the ability and passion to engage with others authentically, establish trust, and build long-lasting relationships
• Strategic thinker with the demonstrated ability to understand and analyze member needs, develop and recommend appropriate products and services to support member’s financial success
• Experience 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 environment
• Previous experience in a financial institution is required
• Knowledge of Credit Union products and services is an asset
• Knowledge of Credit Union policies, procedures and operations is an asset

Who we are

As a Certified B Corporation and one of Manitoba's Top Employers (2024), the culture at Assiniboine Credit Union / Caisse Assiniboine is supportive of the individual while focused on the greater community. With the widest geographic reach of any credit union in Manitoba, you'll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community.

Choosing to work at Assiniboine means that you'll be working for a uniquely Manitoban credit union that.

• puts people, planet and prosperity first,
• values diversity and inclusion,
• is committed to serving its urban, rural, agricultural, and Francophone communities,
• supports employees through training programs and long-term career development,
• offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.
• is focused on social and environmental responsibility.

We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.