Financial Consultant

Westoba Credit Union Limited; Winnipeg; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading credit union in Manitoba is seeking a Financial Consultant to enhance member experience and foster relationships. The role emphasizes community engagement and superior service, with opportunities for professional growth and competitive benefits. Ideal candidates will have a background in business administration and sales experience.

Benefits

Top Employer Recognition

Inclusive Culture

Professional Growth

Employee Benefits

Collaborative Environment

Impactful Work

Qualifications

• At least two years of sales experience, preferably in financial or retail industries.
• Proactive, adaptable, and positive attitude.

Responsibilities

• Utilize social abilities to attract new business and grow existing relationships.
• Promote Westoba in the community through engagement and volunteer efforts.

Skills

Sales

Customer Service

Relationship Building

Community Engagement

Education

Post-secondary education in Business Administration

Job description

Job Details

Category: Member & Employee Experience

Requisition Number: FINAN001718

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• Posted: May 13, 2025
• Full-Time

Locations

Showing 1 location

Pembina
1890 Pembina HWY
Winnipeg, MB R3T5L3, CAN

Role Overview: Financial Consultant

• Utilize your charismatic, outgoing, and social abilities to attract new business and grow existing relationships. At Westoba, our customers are members, and we prioritize superior service to ensure a memorable Member Experience.
• Build long-term, quality relationships both internally and externally. Create strong rapport with team members for referrals and warm hand-offs. Provide exceptional service to ensure member satisfaction in every interaction.
• Promote Westoba in the community through positive word-of-mouth, social media engagement, and participation in volunteer efforts. We are committed to community involvement both locally and in the broader regions we serve.

Qualifications

• Post-secondary education in Business Administration with a focus on Financial Services.
• At least two years of sales experience, preferably in financial or retail industries; lending experience is an asset.
• Proactive, adaptable, and positive attitude with a can-do mindset.
• Energetic, with a preference for variety and a drive to grow our book of business.

Why Join Westoba?

• Top Employer Recognition: Recognized as a top employer in Manitoba, emphasizing employee well-being and professional growth.
• Inclusive Culture: Valuing diversity and inclusivity in a welcoming environment.
• Professional Growth: Opportunities for skill development, training, and career advancement, including an annual $1000 learning & development allowance.
• Innovative Projects: Participate in projects shaping the future of credit unions.
• Employee Benefits: Competitive compensation, comprehensive benefits, pension, and perks for work-life balance.
• Collaborative Environment: Embrace teamwork, creativity, and collaboration.
• Impactful Work: Contributions that directly influence our success and community impact.

Pay range: $20.88 - $31.50 hourly, based on skills and experience.

Note: Due to a recent merger, Westoba Credit Union operates as Assiniboine Credit Union in English and Caisse Assiniboine in French. This position is part of Westoba, a division of Assiniboine Credit Union, during the full integration process. Further details will be provided during the interview process.

Please submit your cover letter and resume by clicking the APPLY button. Referrals are welcome!

We thank all applicants; only shortlisted candidates will be contacted.