Publié hier
Member Financial Relationship Advisor
@ Steinbach Credit Union
Winnipeg, Manitoba
En bref
Steinbach Credit Union is hiring a full-time Member Financial Relationship Advisor at its Lagimodiere branch. The role analyzes members' financial needs and goals, promotes deposit products and Aviso mutual funds, and builds long-term member relationships. The posting offers a competitive salary, a matched pension, and extended benefits.
Responsabilités :
- Deliver needs-based service to members
- Analyze members' financial goals and risk tolerance
- Process non-cash transactions and mutual funds
- Develop basic financial and retirement plans
- Solicit new members through referrals
Résumé des exigences :
- Two years of business-related education preferred
- One to three years of related experience
- Mutual fund licence (IFIC or CSC) required
- Experience with mutual funds and investment products
- Financial planning designation an asset
- Proficiency in Microsoft Word and Excel
Outils et compétences
Source et dates
Site carrière / système de candidatures · ultipro
- Date publiée par l’employeur
- 2026-11-09
- Première détection par notre source
- 2026-11-09
- Mise à jour du dossier source
- 2026-11-09
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Développement des affaires |
| Expérience | 1 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | IFIC, CSC |
| Formation | Baccalauréat (préféré) |
| Domaines d’études | Business |
| Avantages mentionnés | Régime de retraite, Mieux-être, Aide au transport en commun, Allocation de télétravail |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Steinbach Credit Union
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
SCU (Steinbach Credit Union) is one of Manitoba’s largest credit unions and among the top 10 in Canada, with over $11 billion in assets. For almost 85 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide products and services that are tailored to meet every member's individual needs in the best way possible. SCU is proud to be recognized as one of Canada’s Best Employers for Recent Grads for 2025. Find out why, at Canada's Top 100 The Career Directory 2025 or visit SCU's Careers for current opportunities.
- Abonnés LinkedIn
- 4 295
- Personnes associées sur LinkedIn
- 453
- Bureaux déclarés
- 333 Main St, Steinbach, Manitoba R5G 1B1, CA
- 2100 McGillvary Blvd, Winnipeg, Manitoba R3Y 1X2, CA
- 1575 Lagimodiere Blvd, Winnipeg, Manitoba R3W 0B9, CA
- Catégories d’activité
- Banking
- FinTech
- Financial Services
- Autres noms enregistrés
- Steinbach Credit Union
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
SCU (Steinbach Credit Union) is one of Manitoba’s largest credit unions and among the top 10 in Canada, with over $11 billion in assets. For almost 85 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide products and services that are tailored to meet every member's individual needs in the best way possible. SCU is proud to be recognized as one of…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 201-500 employees |
| Siège social | Steinbach, Manitoba |
| Type d’organisation | Privately Held |
| Fondée en | 1941 |
| Offres sur Jobsy | 4 |
| Voir la page |
An exciting opportunity awaits
We currently have an opportunity for Member Financial Relationship Advisor to join our team in our Lagimodiere branch. The Member Financial Relationship Advisor seeks to provide exceptional service to both existing and potential members by analyzing needs and promoting applicable SCU products and services, primarily non-cash deposit products and services. This position also seeks to manage and grow members and potential member’s investable assets while adhering to segmentation thresholds through the promotion and sales of deposit products including mutual funds offered by Aviso.
Specific Responsibilities:
- Deliver a needs-based service according to SCU’s delivery model
- Analyze financial information to understand the member’s financial needs, investment opportunities, financial goals (short and long-term) and risk tolerance levels to determine the optimal mix of products and/or services
- Process non-cash transactions including, but not limited to estates, registered products, and mutual funds
- Develop and implement basic financial and retirement plans for members and potential members
- Build and strengthen member relationships by identifying member needs, cross selling and promoting the appropriate products and services, referring when necessary
- Solicit new members/business through reviews and referrals
- Maintain thorough knowledge of the policies and procedures of the credit union, Aviso, and the Mutual Fund Dealers Association, ensuring compliance with regulatory bodies
Qualifications:
- Minimum two years of formal business-related education or equivalent (undergraduate degree preferred)
- A minimum of 1-3 years of job related experience or equivalent combination of experience and education
- Licensed to sell mutual funds: IFIC or CSC must be completed
- Experience working with mutual funds and other investment products
- Financial planning designation considered an asset
- Strong relationship management and sales skills, including in-depth knowledge required to promote deposit products and services
- Working knowledge of financial services and competitor products
- Proficient with financial planning tools/technologies, Microsoft Word and Excel
How we'll reward you:
You can look forward to joining an organization that values teamwork and its membership. You will receive a competitive annual salary based on skills and experience. In addition, you may be eligible for variable compensation and matched pension plan per SCU policies. You will also receive a great host of benefits, including:
- Extended medical, dental, vision benefits, plus a health spending account (100% of premiums are paid by SCU)
- Critical Illness insurance, Life insurance, AD&D insurance, and Employee Assistance programs
- Employee Banking benefits (i.e. free chequing account, low interest MasterCard, bonus rate on deposit and lending products)
- Opportunities for professional development
- Clothing allowance
- Free parking at all locations
Accessibility and inclusivity
We believe our employees should represent the diversity of our members and the communities in which we live and serve. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we’ll work with you to meet your needs.
Closing Date: November 23, 2026
We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We thank all candidates for their interest, however, only those selected for an interview will be contacted.
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