Senior Financial Advisor — Complex Wealth & Retirement

Assiniboine Credit Union Ltd; Winnipeg; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Matched pension program

Health and dental benefits

Job summary

Assiniboine Credit Union Ltd is seeking a Senior Financial Consultant for a 7-month term at the Fort Richmond Branch in Winnipeg. The role focuses on delivering comprehensive financial advice, retirement planning, and sophisticated credit solutions while building long-term member relationships.

The position requires 5–7 years of financial-industry experience, a Grade XII diploma, and CFSA or equivalent is an asset.

Qualifications

• Minimum grade twelve diploma and 5–7 years of related financial-industry experience.
• CFSA or equivalent certification is an asset.

Responsibilities

• Deliver holistic financial planning and tailor strategies for complex scenarios.
• Advise on investments and credit solutions to support member goals.
• Mentor junior advisors and lead cross‑functional collaboration within the branch.
• Stay current on regulatory, market, and product knowledge to ensure compliant, high‑quality advice.

Skills

Financial planning

Client relationships

Credit structuring

Investment knowledge

Regulatory knowledge

Leadership

Education

Grade XII diploma

CFSA certification asset

Job description

Assiniboine Credit Union Ltd is seeking a Senior Financial Consultant for a 7-month term at the Fort Richmond Branch in Winnipeg. The role focuses on delivering comprehensive financial advice, retirement planning, and sophisticated credit solutions while building long-term member relationships.

The position requires 5–7 years of financial-industry experience, a Grade XII diploma, and CFSA or equivalent is an asset.