Role Overview
Reporting to the Branch Manager, the Senior Financial Consultant is a seasoned professional responsible for delivering comprehensive financial advice and customized financial solutions to members with complex and evolving needs. This role focuses on building deep, long-term relationships by providing sophisticated solutions across retirement planning, investment strategy, and advanced credit structuring.
As a senior member of the Consultant team, the Senior Financial Consultant acts as a partner to internal financial planners, navigating life-stage transitions, and intergenerational investment planning. With a strong understanding of financial regulations, risk management, and member-centric strategies, this role plays a critical part in helping members make informed decisions that align with their goals.
The Senior Financial Consultant also plays a leadership role within the branch, contributing to a culture of excellence, supporting other consultants, and collaborating cross-functionally to deliver seamless, end-to-end financial solutions.
KEY ACCOUNTABILITIES
- Deliver holistic financial planning by conducting thorough financial reviews, developing tailored strategies, and guiding members through complex planning scenarios such as retirement income planning, estate considerations, and intergenerational wealth transfer.
- Advise on a broad range of investment solutions, including registered and non-registered products, leveraging financial planning tools and collaborating with and/or referring to Wealth Management partners for portfolio construction, risk assessment, and tax-efficient investment strategies.
- Proficient in structuring and managing complex credit solutions, advising on a wide range of credit solutions and products
- Lead the member relationship through key life events, offering proactive guidance and coordinating with internal and external professionals, collaborating across departments to deliver seamless member experiences.
- Champion member advocacy by ensuring every solution is tailored to the member’s best interest and proactively identifying opportunities for deeper engagement and long-term planning.
- Act as a senior resource within the advisory team, mentoring junior advisors, providing support and sharing knowledge to elevate overall team capability.
- Stay current on regulatory, market, and product knowledge, maintaining required licensing and contributing to the branch’s professional standards of advice and conduct.
- 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.
- Nurtures and grows established relationships with centers of influence in the community
- Maintain professional confidentiality and privacy at all times.
- 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.
- 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 five to seven years job related experience in the financial industry or an equivalent combination of education and experience. Certificate in Financial Services Advice (CFSA) or equivalent is an asset.
Key Occupational Skills:
- 3-5 years of experience providing advice on financial products (consumer and small business loans, line of credit, mortgages, deposit and investment products
- Demonstrated experience working with complex financial solutions and mortgage applications. Previous credit adjudication experience is an asset.
- Recognized as a trusted consultant capable of earning long-term loyalty through thoughtful needs analysis, consistent follow-up, and proactive financial advice.
- Skilled in cultivating member loyalty and lifetime value through high-touch engagement strategies and integrated financial planning conversations.
- 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 complex multi-product financial solutions 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
- Expert knowledge of Credit Union products and services is an asset
- Expert 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 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 application by Friday, September 4, 2026, at 4:00 pm.
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.
