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Added 1 hour ago
Manager, Collections
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Full-time
Evaluate and implement innovative collections tools, technologies, and digital solutions.
Added 1 hour ago
Project Manager, Digital Transformation and User Experience
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National Vice President, Priority Clients
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Product Owner - Asset Management, Temporary
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Added 3 hours ago
Email Program Manager
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Added 5 hours ago
Licensed Practical Nurse (LPN) or Research Nurse
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General Manager/Managing Partner
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Manager - Diagnostic Imaging
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Added 11 hours ago
Banking Advisor
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Added 13 hours ago
Manager, Collections
Rogers Bank
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Full-time
Evaluate and implement innovative collections tools, technologies, and digital solutions.
Added 13 hours ago
Project Manager, Digital Transformation and User Experience
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In a context of accelerated digital transformation, VINCI Construction Canada is seeking a professional who can act as a bridge between business teams, IT teams, internal communications,…
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The role reports into the CRM & Digital Marketing Manager and operates on a national level, in a demanding environment within a leading edge but lean and busy team. The successful candidate…
Added 14 hours ago
Manager, Collections
Rogers Bank
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Full-time
Evaluate and implement innovative collections tools, technologies, and digital solutions.
Added 14 hours ago
Manager, Collections
Rogers Bank
Charlottetown, PE
Full-time
Evaluate and implement innovative collections tools, technologies, and digital solutions.
Added 14 hours ago
Manager, Collections
Rogers Bank
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Evaluate and implement innovative collections tools, technologies, and digital solutions.

Closed listing

Brandon University

Financial Consultant - Rivers

Rivers, MB, Canada

Job type: Full-time
Closing date: Oct 25, 2026
Experience: Minimum 2-3 years of experience with providing financial advice on investment, mortgage, and lending products to customers/members in a financial institution
Posting language: English
Posted: Sep 25, 2026

This opening has closed.

The original listing is kept below for reference.

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Original job description

Archived listing. The details below describe a past opening.

Financial Consultant – Rivers

Assiniboine Credit Union Posted: September 25, 2026

Expires: September 30, 2026

Location

504 2nd Ave, Rivers, 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 Financial Consultant plays a key role in deepening member relationships by delivering proactive, personalized advice and supporting a broad range of financial needs. This position blends everyday banking support with more advanced advice conversations, including mortgage solutions, credit applications, and investment guidance to help members achieve both immediate and long-term goals.

As part of a collaborative team of consultants within the credit union, the Financial Consultant applies a solid understanding of financial products and strategies to offer clear, customized guidance. The role emphasizes developing member trust through deeper needs discovery, while identifying opportunities for comprehensive multiproduct solutions and seamless referrals to internal experts for specialized support - always prioritizing the member’s best interest. This role 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

Deliver insightful financial advice by anticipating member needs, leveraging financial tools, life-stage cues, and gathering information to assist with forward-looking conversations that support long-term financial goals
Advise on a wide range of credit solutions, including personal loans, lines of credit, and mortgages, by assessing member goals and financial capacity, structuring applications, and ensuring alignment with credit policies and risk guidelines.
Holistically onboard new and existing members by conducting in-depth financial conversations to uncover current and future needs, recommending appropriate banking, lending, and investment solutions, and promoting the use of digital tools to enhance the overall member experience.
Provide advice and support for everyday and intermediate-level investment needs, including term deposits and registered products (e.g., RRSPs, TFSAs, FHSAs), while identifying opportunities to introduce more complex wealth strategies in partnership with licensed specialists.
Engage in proactive outbound contacts and scheduled check-ins, initiating meaningful financial conversations based on milestones or product opportunities, and delivers timely, relevant advice that supports member's evolving financial needs.
Support estate account administration for straightforward and moderately complex cases, ensuring accurate documentation, timely processing, and a respectful, empathetic experience; escalate complex situations to specialized estate teams.
Open and maintain business memberships, including updates to signing authorities and support for term investments and credit lines, while identifying opportunities for referrals to Business Advisors for more complex needs.
Provide timely, accurate responses to member inquiries and requests, maintaining a high standard of service and operational excellence.
Achieve personal and referral targets, as well as working in collaboration to successfully achieve overall branch targets.
Works with Branch Manager to develop relationships with centers of influence in the community
Act as an ambassador of ACU by being visible in the community in support of corporate and community initiatives.
Stay informed on financial industry trends, competitor offerings, regulatory changes, and internal processes to ensure the delivery of relevant, high-quality advice and service.
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 three to four years job-related experience in the financial industry or an equivalent combination of education and experience.

Key Occupational Skills

Minimum 2-3 years of experience with providing financial advice on investment, mortgage, and lending products to customers/members in a financial institution
Demonstrated experience working with mortgage application. Previous credit adjudication experience is an asset.
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 work 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 (2025), the culture of Assiniboine Credit Union is supportive of the individual while focused on the greater community. 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 Credit Union means that you’ll be working for an organization that…

puts people, planet and prosperity first,
values diversity and inclusion,
is focused on social and environmental responsibility,
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.

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 this position, please submit your resume and cover letter by September 30th @ 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.

About employer

More about this job

Responsibilities

Provide personalized financial advice on banking, lending, mortgages, and investments, while identifying member needs and referring complex matters to specialists. Support member onboarding, estate and business account administration, community engagement, branch targets, and compliance with policies and regulations.

Requirements

Requires a minimum Grade 12 diploma and three to four years of related financial-industry experience, including at least two to three years advising on investment, mortgage, and lending products. Candidates should have mortgage application experience, strong relationship-building and communication skills, and the ability to manage competing priorities; credit adjudication experience and credit union knowledge are assets.

Skills

Financial Advice
Investment Products
Mortgage Applications
Lending Products
Credit Assessment
Needs Analysis
Financial Product Recommendations
Interpersonal Communication
Presentation Skills
Prioritization
Risk Management
Regulatory Compliance
Estate Account Administration
Community Relationship Building

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Consulting
Credit Union
Member Relationships
Financial Advice
Personal Loans
Lines Of Credit
Mortgages
Credit Applications
Credit Adjudication
Investment Guidance
Term Deposits
RRSPs
TFSAs
FHSAs
Digital Banking
Financial Needs Analysis
Business Memberships
Estate Account Administration
Referral Management
Credit Policies
Risk Management
Regulatory Compliance
Privacy And Confidentiality
Community Engagement
Values-Based Banking
Rural And Agricultural Communities
Diversity, Equity, And Inclusion

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