ACU Associate Financial Consultant Position

Become an Associate Financial Consultant at Assiniboine Credit Union's Disraeli Branch in Winnipeg, MB. This full-time, on-site role focuses on assisting members with essential banking services and financial strategies.
Your role will involve guiding members through their everyday financial needs while promoting the use of digital banking tools. Collaborate with your colleagues to deliver tailored financial advice and ensure compliance with credit union policies. You'll be pivotal in helping members feel confident about their financial choices and introducing them to specialized services when necessary.
Key Responsibilities:
• Engage in onboarding new members effectively
• Support members with introductory investment benefits
• Provide personalized assistance on credit and loans
• Handle estate account documentation carefully
• Manage business membership requests and referrals
Requirements:
• Grade twelve diploma and 2-3 years relevant experience
• Strong ...