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Brandon University

Associate Financial Consultant - McTavish

Brandon, MB, Canada

Job type: Full-time
Apply by: Oct 25, 2026
Posting language: English
Posted: Sep 25, 2026

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Original job description

Associate Financial Consultant – McTavish

Assiniboine Credit Union Posted: September 25, 2026

Expires: October 5, 2026

Location

1st at McTavish, Brandon, Canada

Job Type

Full-time (permanent)

Category

Business, Sales & Accounting

Application Procedure

Resume, Cover Letter, Other

Contact Name

HR

Phone Number

204-958-8588

Description

Role Overview

Reporting to the Branch Manager, the Associate Financial Consultant plays a vital role in supporting members with their everyday banking needs while building and retaining meaningful relationships. This position focuses on delivering efficient, friendly, and knowledgeable service to help members manage their daily finances with confidence.

As part of a collaborative team of consultants within the credit union, the Associate Financial consultant offers clear, practical financial guidance at the introductory level. The role emphasizes assisting members with foundational financial matters - such as saving, spending, and managing routine transactions - while identifying opportunities to connect them with appropriate solutions and referring to internal experts when specialized advice is needed - ensuring each member's best interest remains the top priority.

The Associate Financial Consultant will also champions/ supports Assiniboine Credit Union/ Caisse Assiniboine (ACU)’s commitment to rural and agricultural communities, francophone services, values-based banking and ACU’s triple bottom line accountability to people, planet, and prosperity.

Key Accountabilities

Holistically onboard new members by engaging in meaningful conversations that uncover both current priorities and potential future financial needs, advising on the appropriate day-to-day banking options while promoting and supporting the use of digital banking tools and services.
Support members with introductory investment needs, offering clear information and guidance on products such as term deposits and registered plans (e.g., RRSPs, TFSAs, FHSAs), and referring to specialists for more complex investment advice when appropriate.
Provide personalized guidance on everyday financial needs, helping members understand and access foundational solutions - including basic credit applications for personal loans, lines of credit, and credit cards
Support members with simple estate account processing, provide clear guidance while ensuring accurate documentation and timely handling; refer complex estate needs to appropriate experts for specialized support.
Responsible for opening business memberships, processing changes to signing authorities, and supporting simple business investment needs, while identifying and referring potential opportunities to specialist for more complex financial solutions.
Ensure all inquiries and requests for information is completed accurately and efficiently.
Achieve meeting personal and referral targets, as well as working in collaboration to successfully achieve overall branch targets.
Develop and maintain a working knowledge of processes, procedures, and industry trends - including competitor products and strategies - to ensure the consistent, high-quality delivery of sales and service to members.
Maintain professional confidentiality and privacy at all times.
Responsible for compliance and risk management, through the execution of internal policies and procedures, maintain ongoing compliance with regulatory and legislative requirements at all times.
Ensure that all programs, policies and process are implemented in a manner that supports ACU’s commitment to rural and agricultural communities, francophone services, values-based banking, respectful workplace and diversity, equity and inclusion.

Qualifications

Education and experience

The competencies for this position would require a minimum grade twelve diploma, plus two to three years job related experience in the financial industry or an equivalent combination of education and experience.

Key Occupational Skills

Strong interpersonal, verbal and presentation skills with the ability and passion to engage with others authentically, establish trust, and build long-lasting relationships
Strategic thinker with the demonstrated ability to understand and analyze member needs, develop and recommend appropriate products and services to support member’s financial success
Experience and comfort with a fast-paced, complex work environment, and the ability to manage multiple and shifting priorities simultaneously, with an orientation toward delivering results.
Self-starter with ability to work independently & in a team environment
Previous experience in a financial institution is required
Knowledge of Credit Union products and services is an asset
Knowledge of Credit Union policies, procedures and operations is an asset

Who We Are

As a Certified B Corporation® and one of Manitoba’s Top Employers (2024), the culture at Assiniboine Credit Union / Caisse Assiniboine is supportive of the individual while focused on the greater community. With the widest geographic reach of any credit union in Manitoba, you’ll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community.

Choosing to work at Assiniboine means that you’ll be working for a uniquely Manitoban credit union that…

puts people, planet and prosperity first,
values diversity and inclusion,
is committed to serving its urban, rural, agricultural, and Francophone communities,
supports employees through training programs and long-term career development,
offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.
is focused on social and environmental responsibility.

If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align. If you are interested in applying for the position, please submit your application by Monday, October 5th, 2026, at 4:00pm. We thank everyone who applies, but only candidates selected for an interview will be contacted.

We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.

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More about this job

Responsibilities

Support members with everyday banking, introductory investment and credit needs, simple estate matters, and business membership services, referring complex needs to specialists. Build member relationships, meet individual and branch targets, promote digital banking, and follow privacy, risk, regulatory, and organizational policies.

Requirements

Requires a minimum Grade 12 diploma and two to three years of related financial-industry experience, or an equivalent combination of education and experience. Candidates need strong interpersonal and communication skills, the ability to analyze member needs and manage shifting priorities, and experience working independently and collaboratively; prior financial-institution experience is required.

Skills

Member Relationship Building
Financial Guidance
Everyday Banking
Investment Products
Credit Applications
Business Memberships
Estate Account Processing
Sales and Referrals
Interpersonal Communication
Verbal Communication
Presentation Skills
Needs Analysis
Prioritization
Teamwork
Risk Management
Regulatory Compliance

Benefits

Bonuses
Matched Pension Program
Health Benefits
Dental Benefits
Training Programs
Long-Term Career Development

Visa sponsorship

Not detected in the job text

Keywords

Credit Union
Everyday Banking
Digital Banking
Term Deposits
Tax-Free Savings Accounts
First Home Savings Accounts
Personal Loans
Lines of Credit
Credit Cards
Estate Accounts
Business Memberships
Signing Authorities
Member Onboarding
Financial Guidance
Sales Targets
Referral Targets
Risk Management
Regulatory Compliance
Privacy
Values-Based Banking
Rural Communities
Agricultural Communities
Francophone Services
Diversity, Equity, and Inclusion

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