Senior Financial Consultant at ACU

Join ACU in Winnipeg, Manitoba, as a Senior Financial Consultant dedicated to offering expert financial advice. Utilize your skills to enhance member experiences while addressing their investment and borrowing needs.

This full-time role seeks a Senior Financial Consultant with a minimum of three years in financial services. You will strategically guide members through their financial journeys, assess credit solutions, and facilitate their onboarding experience. Strong interpersonal skills and the ability to engage authentically are essential for success in this role.

Key Responsibilities:
• Anticipate and address member financial needs proactively
• Advise on mortgages, loans, and investment products
• Conduct detailed onboarding and financial assessments
• Manage estate accounts with respect and accuracy
• Maintain high standards of service and compliance

Requirements:
• 3-4 years of relevant financial experien...