Wealth & Member 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

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.