Wealth Advisor (Steinbach)

Steinbach Credit Union•Steinbach, MB

7d•Hybrid

About The Position

Steinbach Credit Union (SCU) is seeking a Wealth Advisor to join their team in Winnipeg and Steinbach branches. The Wealth Advisor will manage and grow the wealth management portfolio by providing exceptional service to existing and potential members through the promotion and sales of mutual fund-centered (Aviso Wealth) investment products and services.

Requirements

Minimum of two years of post-secondary education or equivalent (undergraduate degree preferred)
A minimum of 4-6 years of job related experience or equivalent combination of experience and education
Mutual Fund License (IFIC) and Qualified Associate Financial Planner (QAFP) designation are required.
Strong relationship management and sales skills, including in-depth knowledge required to promote products and services
Deep proficiency in modern financial tools, planning platforms, and advisory technologies to support data‑driven member solutions
Strong understanding of wealth management strategies including tax planning, investment products and portfolio construction and management, estate planning, retirement planning and risk management
Demonstrated commitment to continuous learning and ongoing professional development within the financial services industry
Excellent relationship‑building and influence skills to support member acquisition, retention, and engagement
Advanced working knowledge of the financial industry, including products, regulations, and advisory best practices
Strong verbal and written communication skills, with the ability to convey complex financial concepts clearly
Strong analytical and problem‑solving skills to assess member needs and provide tailored financial solutions
Proven collaboration and teamwork abilities, contributing effectively to cross functional member service
Well‑established ties to the community, with the ability to develop and grow long‑term member relationships

Nice To Haves

Working towards the Certified Financial Planner (CFP) designation will be considered an asset.

Responsibilities

Manage an assigned book of business, providing member centered investment guidance aligned with their financial goals, needs, and risk tolerance.
Develop and implement comprehensive retirement strategies for members and prospective members, leveraging expertise in tax planning and investment principles.
Strengthen member relationships by identifying financial needs and proactively recommending appropriate products and services to support their long‑term objectives.
Maintain current knowledge of investment products, services, policies, and regulatory requirements to ensure accurate advice and full compliance with industry standards.
Proactively build and deepen relationships with new and existing members through needs‑based assessments, uncovering both immediate and future financial opportunities.
Develop and execute business development strategies, including outreach, appointment generation, and community engagement to acquire new members and grow the wealth advisory business.
Provide tailored financial advice by understanding members’ investment and banking needs, introducing appropriate strategies, and recommending suitable products and services.
Manage a structured member relationship plan, delivering timely and accurate service while meeting sales, performance, and financial planning objectives.
Build strong partnerships with internal and external stakeholders, generating high‑quality referrals and ensuring members receive comprehensive financial solutions.

Benefits

Competitive annual salary
Variable compensation
Matched pension plan
Extended medical, dental, vision benefits
Health spending account
Critical Illness insurance
Life insurance
AD&D insurance
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