Member Financial Relationship Advisor

Steinbach Credit Union; Winnipeg; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Extended medical, dental, vision

Health spending account (premiums paid

Critical Illness insurance

Life insurance

Employee Banking benefits

Professional development

Clothing allowance

Free parking

Job summary

Steinbach Credit Union is seeking a Member Financial Relationship Advisor for our Lagimodiere branch. You will assess member needs, promote SCU products including mutual funds, and manage investable assets while ensuring regulatory compliance.

This role emphasizes relationship growth and cross-selling deposit and investment products. The position requires strong sales and financial planning skills, two years of business education, and LIC/LIC-eligible status for mutual funds.

Qualifications

• Minimum two years of formal business-related education or equivalent (undergraduate degree preferred).
• Experience with mutual funds and other investment products.
• Licensed to sell mutual funds: IFIC or CSC must be completed.

Responsibilities

• Deliver a needs-based service according to SCU’s delivery model.
• Analyze financial information to understand the member's financial needs, goals, and risk tolerance to recommend product mix.
• Process non-cash transactions including estates, registered products, and mutual funds.

Skills

Relationship management

Sales skills

Mutual funds experience

Regulatory compliance knowledge

Education

Undergraduate degree preferred

Tools

Microsoft Word

Excel

Financial planning tools

Job description

• On-site
• Wealth Management
• Full-Time
• Requisition #: MEMBE003352

Description

An exciting opportunity awaits

We currently have an opportunity for Member Financial Relationship Advisor to join our team in our Lagimodiere branch. The Member Financial Relationship Advisor seeks to provide exceptional service to both existing and potential members by analyzing needs and promoting applicable SCU products and services, primarily non-cash deposit products and services. This position also seeks to manage and grow members and potential member’s investable assets while adhering to segmentation thresholds through the promotion and sales of deposit products including mutual funds offered by Aviso.

Specific Responsibilities:

• Deliver a needs-based service according to SCU’s delivery model
• Analyze financial information to understand the member’s financial needs, investment opportunities, financial goals (short and long-term) and risk tolerance levels to determine the optimal mix of products and/or services
• Process non-cash transactions including, but not limited to estates, registered products, and mutual funds
• Develop and implement basic financial and retirement plans for members and potential members
• Build and strengthen member relationships by identifying member needs, cross selling and promoting the appropriate products and services, referring when necessary
• Solicit new members/business through reviews and referrals
• Maintain thorough knowledge of the policies and procedures of the credit union, Aviso, and the Mutual Fund Dealers Association, ensuring compliance with regulatory bodies

Qualifications:

• Minimum two years of formal business-related education or equivalent (undergraduate degree preferred)
• A minimum of 1-3 years of job related experience or equivalent combination of experience and education
• Licensed to sell mutual funds: IFIC or CSC must be completed
• Experience working with mutual funds and other investment products
• Financial planning designation considered an asset
• Strong relationship management and sales skills, including in-depth knowledge required to promote deposit products and services
• Working knowledge of financial services and competitor products
• Proficient with financial planning tools/technologies, Microsoft Word and Excel

How we'll reward you:

You can look forward to joining an organization that values teamwork and its membership. You will receive acompetitive annual salarybased on skills and experience. In addition, you may be eligible forvariable compensation and matched pension planper SCU policies. You will also receive a great host of benefits, including:

• Extended medical, dental, vision benefits, plus a health spending account (100% of premiums are paid by SCU)
• Critical Illness insurance, Life insurance, AD&D insurance, and Employee Assistance programs
• Employee Banking benefits (i.e. free chequing account, low interest MasterCard, bonus rate on deposit and lending products)
• Opportunities for professional development
• Clothing allowance
• Free parking at all locations

Accessibility and inclusivity

We believe our employees should represent the diversity of our members and the communities in which we live and serve. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we’ll work with you to meet your needs.

Closing Date: November 23, 2026

We are committed to employing a diverse workforce