Community Financial Consultant: Mortgage & Investment Advice

Assiniboine Credit Union Limited; Rivers; On-site; CAD 45,000 - 65,000; Full time

Job summary

Assiniboine Credit Union Limited is seeking a Financial Consultant in Rivers, Manitoba. You will deepen member relationships by providing proactive, personalized financial advice across banking, lending, and investment needs.

You will collaborate with branch teams to onboard members, promote digital tools, and refer complex cases to specialists while maintaining member trust and a strong focus on rural communities and francophone services.

Qualifications

• Minimum 2-3 years of financial advice on investment, mortgage, and lending products.
• Mortgage applications experience; credit adjudication is an asset.
• Strong interpersonal, verbal and presentation skills to build trust.
• Strategic thinker with ability to understand member needs and propose solutions.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Deliver insightful financial advice and anticipate member needs for long-term goals.
• Advise on personal loans, lines of credit, and mortgages within policy guidelines.
• Onboard members with banking, lending, and investment solutions; promote digital tools.
• Provide investment support including term deposits and registered products with licensed specialists.
• Maintain compliance, confidentiality, and risk management in all interactions.

Skills

Financial advisory

Mortgage guidance

Lending & credit

Investment guidance

Interpersonal skills

Strategic thinking

Team collaboration

Independent work

Knowledge of credit unions

Education

Grade 12 diploma

Job description

Assiniboine Credit Union Limited is seeking a Financial Consultant in Rivers, Manitoba. You will deepen member relationships by providing proactive, personalized financial advice across banking, lending, and investment needs.

You will collaborate with branch teams to onboard members, promote digital tools, and refer complex cases to specialists while maintaining member trust and a strong focus on rural communities and francophone services.