Financial Advisor (Winnipeg)

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.

We are seeking a Financial Advisor to join our Wealth & Advisory Services team.

Responsibilities

• Utilize a consultative approach and effectively incorporate use of planning tools (Conquest Planning) to develop plans and recommendations that meet members’ investing and retirement goals.
• Manage and grow an assigned portfolio of valued members (household investment portfolios $50,000-$350,000), contacting members regularly and ensuring strategies align to their life stage and risk profile.
• Build business‑development relationships, collaborate with retail and digital branches, and identify opportunities for retail banking products.
• Maintain strong product knowledge of...