Financial Consultant - Term

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

Job summary

Join a forward-thinking company as a Financial Consultant, where your charisma and sales skills will shine. This role is all about building lasting relationships and providing exceptional service to members. You'll have the opportunity to engage with the community and promote the organization through positive interactions and volunteer efforts. With a strong focus on professional growth and collaboration, you will be part of innovative projects that shape the future of credit unions. If you're a high-energy individual with a can-do attitude, this is the perfect opportunity for you to make a meaningful impact.

Benefits

Competitive compensation package

Comprehensive benefits

Pension package

Annual $1000 learning & development allowance

Collaborative environment

Recognition as a top employer

Opportunities for skill development

Qualifications

• Formal education in Business Administration focused on Financial Services.
• Minimum two years of sales experience in financial or retail industries.

Responsibilities

• Utilize social skills to attract new business and enhance member experience.
• Build long-term relationships and promote community engagement.

Skills

Sales Experience

Customer Service

Relationship Building

Adaptability

Community Engagement

Education

Post-secondary education in Business Administration

Job description

Job Category: Member & Employee Experience

Requisition Number: FINAN001706

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• Posted: March 31, 2025
• Full-Time

Locations

Showing 1 location

A day in the life as a Financial Consultant:

• You will utilize your charismatic, outgoing and social ability to attract new business and grow what’s existing; here at Westoba, our customers are members and we rely on superior service to ensure a memorable Member Experience for every member, every time.
• You will build long-term, quality relationships both internally and externally; you will create strong rapport with your fellow team members as you will turn to them for referrals and warm hand-offs to members. Once you are in front of the member, you can let your true talent shine through by providing a service that is second-to-none and ensuring that every member leaves every interaction satisfied.
• You will promote Westoba in the community through positive word-of-mouth, liking and sharing our social media posts and pages, as well as participating in volunteer efforts for special causes and events; here at Westoba, we are community focused whether in our own community or other communities where we live and do business.

What you bring to the table:

• Formal post-secondary education in Business Administration with a focus on Financial Services.
• Minimum two years sales experience whether it be from the financial or retail industries; previous lending experience is an asset.
• A forward-thinker with a can-do attitude who can adapt to any situation.
• A go-getter who is not afraid to go out to grow our book of business.
• A high-energy individual who likes variety and who can get things done.

Why Westoba?

• Top Employer Recognition: We are proud to be recognized as a top employer in Manitoba. Our commitment to employee well-being, professional growth, and fostering a positive workplace sets us apart.
• Inclusive Culture: We value diversity and inclusivity. Our workplace is characterized by a welcoming atmosphere where every voice is heard and respected.
• Professional Growth: We provide ample opportunities for skill development, training, and career advancement including an annual $1000 learning & development allowance. Your growth is our priority.
• Innovative Projects: Be part of groundbreaking projects that are shaping the future of credit unions.
• Employee Benefits: Enjoy a competitive compensation package, comprehensive benefits & pension package, and a range of perks designed to enhance your work-life balance.
• Collaborative Environment: Join a team that values collaboration, creativity, and teamwork.
• Impactful Work: Your contributions will directly impact our success and the communities we serve.

Term end date - April 16th, 2026

Pay range for this position is $20.88 - $31.50 hourly. Pay is based on skills and experience.

Due to a recent merger, Westoba Credit Union is now legally operating as Assiniboine Credit Union in English and Caisse Assiniboine in French. This position will be part of Westoba, a division of Assiniboine Credit Union as we work towards full integration. We appreciate your understanding and look forward to welcoming you to our evolving team. Should you move to the pre-screen and/or interview stage, we will provide additional details.

Please submit your cover letter and resume by clicking the APPLY button. If this role is not right for you, referrals are always welcome!

We thank all applicants; however, only those who are short-listed will be contacted.