Member Financial Relationship Advisor

Steinbach Credit Union • Winnipeg, MB

2d • Onsite

About The Position

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.

Requirements

• 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
• 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

Nice To Haves

• Financial planning designation considered an asset

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level