Wealth Advisor

Steinbach Credit Union; Winnipeg; On-site; CAD 85,000 - 135,000; Full time

Benefits offered by this job

Extended medical

Dental coverage

Vision benefits

Health spending account

Critical illness insurance

Life insurance

Employee Assistance

Professional development

Clothing allowance

Free parking

Job summary

Steinbach Credit Union in Winnipeg and Steinbach seeks a Wealth Advisor to manage and grow members' wealth portfolios through mutual funds-centered products (Aviso Wealth). You will deliver expert financial advice and build lasting member relationships.

The role emphasizes retirement and tax planning, needs-based assessments, and collaboration with colleagues to provide comprehensive financial solutions; salary is competitive and benefits include extended medical and pension.

Qualifications

• Mutual Fund License (IFIC) and QAFP designation are required.
• Post-secondary education minimum two years; undergrad preferred.
• CFP designation is an asset.
• Strong relationship management and sales skills.
• Knowledge of wealth management, tax planning, and investment strategies.

Responsibilities

• Manage an assigned book of business with investment guidance.
• Develop retirement strategies for members.
• Strengthen member relationships by needs-based product recommendations.
• Maintain knowledge of investment products and regulatory requirements.
• Grow wealth advisory business through outreach and community engagement.
• Provide tailored financial advice and portfolio construction.
• Deliver timely service while meeting sales and financial planning objectives.
• Build partnerships with internal and external stakeholders.

Skills

Relationship management

Sales skills

Financial planning

Regulatory knowledge

Client advisory

Education

Undergraduate degree

Financial planning designation (QAFP)

Mutual Fund License (IFIC)

Job description

Build a rewarding career with Steinbach Credit Union

Steinbach Credit Union (SCU) is one of Manitoba’s largest credit unions and among the top 10 in Canada, with over $11 billion in assets. For the past 80 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide advice and recommend products and services that are tailored to meet every member’s individual needs.

Our member-centric approach is a key driver in everything we do, and our level of service is second to none. We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit our website.

An exciting opportunity awaits!

We currently have an opportunity for a Wealth Advisor to join our team in our Winnipeg and Steinbach branches. The Wealth Advisor seeks to manage and grow the wealth management portfolio by providing exceptional service to both existing and potential members through promotion and sales of mutual funds-centered (Aviso Wealth) investment products and services.

Specific Responsibilities

• Manage an assigned book of business, providing member centered investment guidance aligned with their financial goals, needs, and risk tolerance.
• Develop and implement comprehensive retirement strategies for members and prospective members, leveraging expertise in tax planning and investment principles.
• Strengthen member relationships by identifying financial needs and proactively recommending appropriate products and services to support their long‑term objectives.
• Maintain current knowledge of investment products, services, policies, and regulatory requirements to ensure accurate advice and full compliance with industry standards.
• Proactively build and deepen relationships with new and existing members through needs‑based assessments, uncovering both immediate and future financial opportunities.
• Develop and execute business development strategies, including outreach, appointment generation, and community engagement to acquire new members and grow the wealth advisory business.
• Provide tailored financial advice by understanding members’ investment and banking needs, introducing appropriate strategies, and recommending suitable products and services.
• Manage a structured member relationship plan, delivering timely and accurate service while meeting sales, performance, and financial planning objectives.
• Build strong partnerships with internal and external stakeholders, generating high‑quality referrals and ensuring members receive comprehensive financial solutions.

Qualifications

• Minimum of two years of post-secondary education or equivalent (undergraduate degree preferred)
• A minimum of 4-6 years of job related experience or equivalent combination of experience and education
• Mutual Fund License (IFIC) and Qualified Associate Financial Planner (QAFP) designation are required.
• Working towards the Certified Financial Planner (CFP) designation will be considered an asset.
• Strong relationship management and sales skills, including in-depth knowledge required to promote products and services
• Deep proficiency in modern financial tools, planning platforms, and advisory technologies to support data‑driven member solutions
• Strong understanding of wealth management strategies including tax planning, investment products and portfolio construction and management, estate planning, retirement planning and risk management
• Demonstrated commitment to continuous learning and ongoing professional development within the financial services industry
• Excellent relationship‑building and influence skills to support member acquisition, retention, and engagement
• Advanced working knowledge of the financial industry, including products, regulations, and advisory best practices
• Strong verbal and written communication skills, with the ability to convey complex financial concepts clearly
• Strong analytical and problem‑solving skills to assess member needs and provide tailored financial solutions
• Proven collaboration and teamwork abilities, contributing effectively to cross functional member service
• Well‑established ties to the community, with the ability to develop and growth long‑term member relationships

How we’ll reward you

You can look forward to joining an organization that values teamwork and its membership. You will receive a competitive annual salary based on skills and experience. In addition, you will be eligible for variable compensation and matched pension plan per 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.