Steinbach credit union Jobs

Member Financial Relationship Advisor
Steinbach Credit Union —Winnipeg, MB
- Microsoft Word
- Microsoft Excel
- Sales
- Dental care
- Employee assistance program
7d
System Administrator - CRM (Term- 12Months)
Steinbach Credit Union —Winnipeg, MB
- Computer Science
- Salesforce
- High school diploma or GED
- Dental care
- Employee assistance program
7d
Endpoint Management Specialist (SCCM/Intune)
Steinbach Credit Union —Winnipeg, MB
- Hybrid work
- Computer Science
- Administrative experience
- Analysis skills
- Dental care
- Employee assistance program
8d
Member Service Representative - Linden Ridge Branch
Steinbach Credit Union —Winnipeg, MB
- Microsoft Excel
- Sales
- High school diploma or GED
- Dental care
- Employee assistance program
14h
Digital Content Coordinator (6 Month Term)
Steinbach Credit Union —Winnipeg, MB
- Hybrid work
- Marketing
- No university degree
- Communication skills
12d
Loss Prevention Agent (8 month Term)
Steinbach Credit Union —Steinbach, MB
- Microsoft Excel
- Microsoft Office
- High school diploma or GED
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Member Financial Relationship Advisor

Steinbach Credit Union -
Winnipeg, MB

Apply Now

Job details

Permanent
7 days ago

Qualifications

Microsoft Word
Investment
Microsoft Excel
Sales
Bachelor's
Financial services
CSC
Business

Full job description

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: July 14, 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.

Apply Now

Refine Your Search

Member Financial Relationship Advisor

System Administrator - CRM (Term- 12Months)

Endpoint Management Specialist (SCCM/Intune)

Member Service Representative - Linden Ridge Branch

Digital Content Coordinator (6 Month Term)

Loss Prevention Agent (8 month Term)

Other jobs to consider

I want to receive the latest job alerts for steinbach credit union

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An exciting opportunity awaits

Specific Responsibilities:

Qualifications:

How we'll reward you:

Accessibility and inclusivity

Closing Date: July 14, 2026

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