Job detail

Wealth Advisor- Multiple Branches

Assiniboine Credit Union

FULL_TIME

Posted 3/13/2026

Location

Winnipeg, Manitoba

Core responsibilities

Providing financial advice and building relationships with members.
Cross-Selling new business.
Creating annual business plans.
Financial planning and investment recommendations.
Managing a portfolio of member relationships.
Assessing and addressing member needs.
Ensuring regulatory compliance.
Developing new business from existing members and branch sources.
Referring members to appropriate services.
Maintaining awareness of market conditions and product offerings

Requirements summary

Post-Secondary education in a business-Related field.
Two to three years of experience in the financial sector.
Valid mutual funds license.
Pfp/Cfp designation or commitment to complete within 1 year.
Canadian investment funds (Ific) or canadian securities course (Csc).
Strong interpersonal and communication skills.
Experience with microsoft office.
Knowledge of credit union products and services (Asset)

Post-secondary education in a business-related fieldCross-sellingMicrosoft OfficeRelationship buildingCommunication skillsFinancial planningRegulatory complianceFinancial advicePortfolio managementFinancial analysisMember relationship managementInvestment recommendations

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