Wealth Consultant

ROLE OVERVIEW

Reporting to the Manager, Wealth Foundations, the Wealth Consultant is integral to delivering a consistent, relationship-based wealth experience for members who are beginning or building their wealth journey. Working collaboratively within a centralized Wealth Foundations team, the role co-manages a shared portfolio of member relationships, providing proactive outreach, goals-based investment advice, and basic planning support. The Wealth Consultant builds and strengthens member relationships, delivers exceptional service to existing and new wealth members, and helps members develop strong financial habits, consolidate and optimize their investment accounts, and progress toward their financial goals. 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:

• Work collaboratively within the Wealth Foundations team to co-manage a shared portfolio of member investment relationships, ensuring the consistent delivery of advice, service standards, and member experience.
• Deliver personalized, relationship-based investment advice to members with up to $50,000 in investable assets, supporting members who are beginning or building their wealth journey.
• Proactively engage members to maintain relationships, assess evolving financial needs, conduct portfolio reviews, and provide an exceptional member experience through video, telephone, and in-person interactions.
• Support members on their wealth journey through goals-based planning and investment advice, assessing financial objectives, investment knowledge, and risk tolerance to recommend suitable solutions aligned with ACU Wealth's approved product shelf, with a primary focus on NEI Investments mutual funds.
• Utilize NEI planning tools and calculators to provide basic planning guidance that supports members in achieving their financial goals.
• Support members in developing strong financial habits through education, goals-based planning conversations, and ongoing advice tailored to their evolving needs and objectives.
• Ensure all regulatory requirements are met by maintaining current Know Your Client (KYC) and Know Your Product (KYP) information, conducting ongoing suitability assessments, and ensuring investment recommendations remain appropriate as member circumstances evolve.
• Identify opportunities to deepen member relationships through additional contributions, investment consolidation opportunities, and asset transfers from external financial institutions.
• Identify and refer members within ACU Wealth, ACU Wealth Strategies, retail and business banking partners as appropriate.
• Maintain a strong understanding of Qtrade Direct Investing and Qtrade Guided Portfolios to identify opportunities and facilitate referrals to digital wealth solutions when appropriate.
• Maintain current knowledge of financial markets, industry trends and basic taxation considerations to support quality member advice.
• Actively contribute to the success of the Wealth Foundations team by identifying opportunities to improve operational efficiency, strengthen team-based service delivery, enhance member servicing, and support continuous improvement initiatives.
• Model ACU's commitment to rural and agricultural communities, francophone services, values-based banking, diversity, equity and inclusion, and a respectful workplace, while acting as an ambassador for ACU Wealth within the organization and community.

QUALIFICATIONS

Education and Experience

The competencies required for this position are typically acquired through the completion of post-secondary education plus two to three years of job-related experience in financial services, or an equivalent combination of education and experience. A valid Mutual Funds license is required.

Key Occupational Skills:

• 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
• Strong interpersonal, verbal and presentation skills with the ability and passion to engage with others authentically, establish trust, and build long-lasting relationships
• Strong organizational and time management skills, with the ability to manage multiple priorities in a fast-paced environment while maintaining a high degree of accuracy and attention to detail.
• Self-starter with ability to work collaboratively within a team-based advisory model while effectively managing individual responsibilities and priorities.
• Previous work experience in a financial institution is required
• Proficiency with Microsoft Office applications
• Self-motivated with a commitment to continuous learning, professional development, and continuous improvement.
• Knowledge of Credit Union policies, procedures and operations is an asset
• Bilingualism (English/French) is considered an asset.

Location: Provencher Head Office - 205 Provencher Blvd, Winnipeg, MB R2H 0G4

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 Wednesday, October 21, 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.