Investment consultant Jobs

Associate Financial Consultant - Notre Dame De Lourdes Branch
Assiniboine Credit Union Ltd —Notre Dame De Lourdes, MB
- Finance
- Presentation skills
- Dental care
14d
Financial Consultant - Elie Branch
Assiniboine Credit Union Ltd —Elie, MB
- Presentation skills
- Dental care
6d
Financial Consultant - St. Claude Branch
Assiniboine Credit Union Ltd —St. Claude, MB
- Presentation skills
- Dental care
Associate Financial Consultant-Swan Lake Branch
Assiniboine Credit Union Ltd —Swan Lake, MB
- Finance
- Presentation skills
- Dental care
Lead Planner, Transportation Analytic - FTT
TransLink —Metro Vancouver Regional District, BC
- $109,920–$164,880 a year
- Temporary
- Hybrid work
- Microsoft Excel
- Engineering
- Research
- Dental care
8d
Attorney
Global Bridge Investment Services Inc. —Burnaby, BC
- From $1 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Analysis skills
Quick apply
5d
Investment and Planning Consultant - Red Deer Rural
Servus Credit Union —Cremona, AB
- Sales
- Profit sharing
Quick apply
Director of Community Service - County of Forty Mile
COUNTY OF FORTY MILE NO 8 —Foremost, AB
- $150,000–$188,000 a year
- Full-time
- Organizational skills
- Budgeting
- In-person
Quick apply
1d
Transmission Engineers (Lines/Stations/P&C, Transmission Estimating, Project Engineering)
BC Hydro —Burnaby, BC
- $131,100–$138,720 a year
- Full-time
- Hybrid work
- AutoCAD
- CAD
- Engineering
- Designated paid holidays
2d
Director, Development & Construction (Seniors Housing)
Optima Living —Calgary, AB
- Full-time
- PMP
- Engineering
- Project management
Product Specialist/Sales Consultant
Township Chevrolet Buick GMC Ltd —Summerside, PE
- $35,000–$85,000 a year
- Full-time
- Sales
- Customer service
- High school diploma or GED
- Dental care
- Vision care
Manager, Project Management Office
Saskatchewan Blue Cross —Saskatoon, SK
- PMP
- Engineering
- Supervising experience
Looking for an Exceptional Site Supervisor Leader
The Good Life Building Co. —Parry Sound, ON
- $75,000–$200,000 a year
- Full-time
- Quality Control
- Disability insurance
- Dental care
Quick apply
Investment and Planning Consultant - Lethbridge and Crowsnest Pass
Servus Credit Union —Lethbridge, AB
- Sales
- Profit sharing
Quick apply
Senior Director, Project Delivery
Build Nova Scotia —Halifax, NS
- $2,422.16–$3,330.47 a week
- Engineering
- Master's degree
- Project management
- Disability insurance
- Dental care
3d
Automotive Sales Consultant
Westline Ford Ltd. —Vanderhoof, BC
- $44,699.09–$156,105.75 a year
- Full-time
- Bilingual
- CRM software
- Spanish
- Dental care
- Life insurance
Quick apply
23h
Automotive Salesperson/Product Specialist/Sales Consultant
Township Chevrolet Buick GMC Ltd —Woodstock, NB
- $20–$41 an hour
- Full-time
- Sales
- Customer service
- High school diploma or GED
- Dental care
- Vision care
6d
Chief Financial Officer
Accountant Staffing —Charlottetown, PE
- $110,000–$120,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Accounting
Quick apply
6d
Director, Business Development & Investor Relations
Basecamp —Canmore, AB
- Full-time
- Master's degree
- Hotel
- Presentation skills
- Dental care
- Vision care
Quick apply
IFRS 9 / Moody’s Investment Accounting Consultant (Contract)
Robert Half —Toronto, ON
- $75–$100 an hour
- Temporary
- Accounting
- AI
- Communication skills
Quick apply
7d
Underground Heavy Duty Mechanic
Hays —Marathon, ON
- $64 an hour
- Call to connect
- Schematics
- Heavy equipment operation
- Maintenance
- Dental care
- Tuition reimbursement
Quick apply
Senior Project Manager, Ferry Services
City of Toronto —Toronto, ON
- $127,728–$138,484 a year
- Full-time
- Civil engineering
- PMP
- Engineering
Senior Project Manager
Goldbeck Recruiting —Abbotsford, BC
- $140,000–$175,000 a year
- Weekends as needed
- Engineering
- Project management
- Bachelor's
- Paid time off
Quick apply
9d
Sr. Director Real Estate Investments
Chartwell Retirement Residences —Vancouver, BC
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Group Benefits Service Specialist
Saskatchewan Blue Cross —Saskatoon, SK
- Customer service
- Project management
- Presentation skills
- Dental care

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Associate Financial Consultant - Notre Dame De Lourdes Branch

Assiniboine Credit Union Ltd
Notre Dame De Lourdes, MB

Apply Now

Job details

Permanent
14 days ago

Benefits

Dental care

Skills

French
Finance
Presentation skills

Full job description

Role Overview

Reporting to the Branch Manager, the Associate Financial Consultant plays a vital role in supporting members with their everyday banking needs while building and retaining meaningful relationships. This position focuses on delivering efficient, friendly, and knowledgeable service to help members manage their daily finances with confidence.

As part of a collaborative team of consultants within the credit union, the Associate Financial consultant offers clear, practical financial guidance at the introductory level. The role emphasizes assisting members with foundational financial matters—such as saving, spending, and managing routine transactions—while identifying opportunities to connect them with appropriate solutions and referring to internal experts when specialized advice is needed—ensuring each member's best interest remains the top priority.

The Associate Financial Consultant will also champions/ 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

Holistically onboard new members by engaging in meaningful conversations that uncover both current priorities and potential future financial needs, advising on the appropriate day-to-day banking options while promoting and supporting the use of digital banking tools and services.
Support members with introductory investment needs, offering clear information and guidance on products such as term deposits and registered plans (e.g., RRSPs, TFSAs, FHSAs), and referring to specialists for more complex investment advice when appropriate.
Provide personalized guidance on everyday financial needs, helping members understand and access foundational solutions—including basic credit applications for personal loans, lines of credit, and credit cards
Support members with simple estate account processing, provide clear guidance while ensuring accurate documentation and timely handling; refer complex estate needs to appropriate experts for specialized support.
Responsible for opening business memberships, processing changes to signing authorities, and supporting simple business investment needs, while identifying and referring potential opportunities to specialist for more complex financial solutions.
Ensure all inquiries and requests for information is completed accurately and efficiently.
Achieve meeting personal and referral targets, as well as working in collaboration to successfully achieve overall branch targets.
Develop and maintain a working knowledge of processes, procedures, and industry trends—including competitor products and strategies—to ensure the consistent, high-quality delivery of sales and service to members.
Maintain professional confidentiality and privacy at all times.
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 two to three years job related experience in the financial industry or an equivalent combination of education and experience.

Key Occupational Skills:

Written and verbal French fluency would come in handy but is not required
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 appropriate products and services 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 experience in a financial institution is required
Knowledge of Credit Union products and services is an asset
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, June 5th, 2026, 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.

#ACU2026

Apply Now

Refine Your Search

Associate Financial Consultant - Notre Dame De Lourdes Branch

Financial Consultant - Elie Branch

Financial Consultant - St. Claude Branch

Associate Financial Consultant-Swan Lake Branch

Lead Planner, Transportation Analytic - FTT

Attorney

Investment and Planning Consultant - Red Deer Rural

Director of Community Service - County of Forty Mile

Transmission Engineers (Lines/Stations/P&C, Transmission Estimating, Project Engineering)

Director, Development & Construction (Seniors Housing)

Product Specialist/Sales Consultant

Manager, Project Management Office

Looking for an Exceptional Site Supervisor Leader

Investment and Planning Consultant - Lethbridge and Crowsnest Pass

Senior Director, Project Delivery

Automotive Sales Consultant

Automotive Salesperson/Product Specialist/Sales Consultant

Chief Financial Officer

Director, Business Development & Investor Relations

IFRS 9 / Moody’s Investment Accounting Consultant (Contract)

Underground Heavy Duty Mechanic

Senior Project Manager, Ferry Services

Senior Project Manager

Sr. Director Real Estate Investments

Senior Group Benefits Service Specialist

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