Financial Consultant

Locations

Garden City Branch, 2211 McPhillips St, Winnipeg, MB R2V3M5, CAN

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 prio...