As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.
Cambrian Credit Union is seeking a Financial Advisor to join our Wealth & Advisory Services team.
The Financial Advisor is responsible for managing & growing an assigned portfolio of valued Aviso Wealth investors, offering full suite of NEI Investment solutions, while delivering customized advice. Through the creation and delivery of financial strategy tailored to member unique financial journey, deliver a meaningful member experience through both video and in person meeting channels. Working in close collaboration, primarily with Cambrian retail branch teams, the Financial Advisor will focus on external asset consolidation of existing members and to deliver comprehensive advice with ongoing service.
In the role of Financial Advisor, you will:
- Utilize a consultative approach and effectively incorporate use of planning tools (Conquest Planning) to develop plans and recommendations to meet the member investing and retirement planning goals based on a focused holistic interview.
- Manage and grow an assigned portfolio of valued members (household investment portfolios $50,000-$350,000); develop methods and processes to ensure members are contacted on a regular basis; ensure strategy aligns to unique life stage and risk profile of the member; make recommendations on adjustments to portfolio, as required; and drive asset consolidation among members by helping members implement the recommended plan within Cambrian’s wealth management products. Develop external business referral sources through networking, marketing, and your centers of influence, and Cambrian’s Salesforce marketing cloud.
- Be highly focused on business development; successfully build collaborative working relationships with retail and digital branches and small business staff to identify current and potential members with investment and planning needs; identify and assist in developing opportunities for retail banking products and services with Cambrian’s partners. As identified, refer investment portfolios over the Financial Advisor thresholds to Senior Financial Advisor peers; in addition, promote and refer members to Aviso’s self-serve digital wealth solutions (Qtrade Guided Portfolio &/or Qtrade Direct Investing).
- Maintain strong product knowledge within NEI preferred asset member owned solutions.
- Keep up to date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation and product platforms in an area that is subject to frequent change. Provide expertise in dealing with valued clients, each with specific needs and circumstances requiring a unique financial analysis and plan to meet their short term and long-term financial requirements.
- Provide leadership for the delivery of service excellence to member in all areas of their contact with Cambrian Credit Union.
- Assist and support to the Vice-President, Wealth & Advisory Services as deemed necessary or as required (e.g. undertake tasks or duties as assigned).
Your Education & Experience:
- Mutual fund license in good standing, holding IFIC or Canadian Securities Course, and holding either Certified Financial Planner or Personal Financial Planner designation or completion within 36 months of assuming the role.
- Post-secondary degree, diploma or certificate in business, or equivalent business experience.
- Proven performer within a financial retail sales environment with a minimum of three years direct selling experience.
- Thorough understanding of the various personal financial planning theories and standard asset allocation practices with practical knowledge of the various financial products and investment markets accessible to an investor.
- Working knowledge of Salesforce considered an asset.
- Critical thinker who analyzes information and uses logic to address issues, problems and challenges.
- Ability to work well in an environment with multiple and often changing priorities
Our Environment & Total Compensation:
Cambrian offers a work environment where teamwork and creative thinking are valued. In addition, we offer continuing professional development and a competitive total compensation package including:
- A hybrid work environment with the use of advanced technology
- Extended health and dental benefit options, up to 80% employer-paid premiums dependent on which coverage level chosen
- Defined Contribution Pension Plan – matched at 6%
- Short Term Disability, Life Insurance, Long Term Disability, AD&D insurance and EAP
- Paid sick days, Paid emergency Absent days
- Customized training, career development planning, and structured onboarding
- Staff Banking Benefits - Employee interest rates on Credit Union personal loans, lines of credit, mortgages and credit cards
- Annual Performance appraisals and merit increase reviews
Cambrian Values:
The Financial Advisor consistently displays Cambrian’s core values as follows:
How to apply:
Please submit your application online (https://www.cambrian.mb.ca/careers (https://www.cambrian.mb.ca/careers)) by June 19, 2026. Your resume and cover letter must clearly illustrate how you meet these qualifications.
Cambrian Credit Union would like to thank all applicants for their interest, however, only those selected for an interview will be contacted.
Note: Cambrian Credit Union is an equal-opportunity employer. We welcome and encourage applications from individuals with diverse backgrounds, abilities, and experiences. Accommodations are available on request for candidates taking part in all aspects of the selection process.
