Wealth Advisor (Steinbach)

Steinbach Credit Union; Steinbach; Hybrid; CAD 85,000 - 120,000; Full time

Benefits offered by this job

Extended medical, dental, vision

Health spending account

Pension / matched plan

Professional development

Employee Banking benefits

Paid parking

Job summary

Steinbach Credit Union is recruiting a Wealth Advisor to join our Winnipeg and Steinbach branches. You will manage and grow the wealth management portfolio, delivering tailored investment guidance and retirement planning to members.

The role emphasizes relationship management, sales, and in-depth knowledge of tax planning, investment principles, and compliant advisory practices. A strong community presence is valued with professional development opportunities.

Qualifications

• Two years of post-secondary education or equivalent; undergraduate degree preferred.
• 4-6 years of relevant experience in wealth/advisory roles.
• Mutual Fund License (IFIC) and QAFP designation required.
• CFP designation is an asset and may be considered favorably.
• Strong relationship management, sales, and communication skills.

Responsibilities

• Manage and grow wealth management portfolios for members and prospects.
• Provide investment guidance aligned with goals, needs and risk tolerance.
• Develop retirement strategies leveraging tax planning and investments.
• Identify financial needs and promote suitable products and services.
• Maintain knowledge of products, policies and regulatory requirements.

Skills

Relationship management

Sales skills

Communication skills

Financial planning

Portfolio management

Education

Bachelor's degree (preferred)

Post-secondary education

Mutual Fund License (IFIC)

QAFP designation

CFP designation (asset)

Job description

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 ourwebsite .

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 grow 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 acompetitive annual salarybased on skills and experience. In addition, you will 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: September 24, 2026

We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We thank all candidates for their interest, however, only those selected for an interview will be contacted.