About This Opportunity
Join Assiniboine Credit Union as an Associate Financial Consultant in Winnipeg, MB. This full-time, on-site role focuses on providing financial guidance and building relationships with members.
As the Associate Financial Consultant, you will report to the Branch Manager and play a key role in supporting banking needs. Your responsibilities include providing efficient guidance on saving, spending, and routine transactions, while connecting members to specialists when needed. Working collaboratively with a team, you'll ensure members receive knowledgeable advice tailored to their financial goals.
Key Responsibilities:
• Onboard new members and assess banking needs
• Provide introductory investment guidance and referrals
• Assist members with personal loans and credit applications
• Process simple estate account requests accurately
• Support opening of business memberships and changes
Requirements:
• Minimum Grade ...