Reporting to the VP, Advice Enablement, the Advice Field Coach supports Leaders and Advisors across the Member Communication Centre (MCC) and Branch Network to strengthen the delivery of holistic, advice-driven member experiences. This role is central to advancing ACU’s commitment to values-based banking by embedding consistent practices that meaningfully differentiate us in the financial industry.

The Advice Field Coach integrates the Member Experience Principles, Sales Practice Management, and Member Service Standards across all advisory roles, helping create a seamless, relationship-focused member experience. Through this work, the Advice Field Coach contributes to ACU’s strategic goals of intentional growth, deepening member relationships, and an experience that makes it easy to do business with us. This role supports Assiniboine Credit Union/ Caisse Assiniboine (ACU)’s commitment to rural and agricultural communities, francophone services, values-based banking and ACU’s triple bottom line accountability to people, planet, and prosperity

KEY ACCOUNTABILITIES

• Accelerate the shift to a proactive advice culture by acting as a secondary coach to elevate advice quality and the overall member experience.
• Support leaders in developing Advisors to exceed expectations through holistic financial solutions.
• Deliver impactful coaching through one-on-one sessions, observational feedback, and skill-building, virtually and in person.
• Design and lead engaging group training and onboarding sessions for Advisors, that introduce core practice management tools, processes, and systems to establish a strong foundation for their growth and success.
• Create and maintain scalable resources, in collaboration with key stakeholders, such as toolkits, templates, and playbooks that help Advisors implement best practices and streamline day-to-day operations.
• Provide support for cross-functional projects and execution of annual business plans
• Support integration of consultative communication, member engagement structure, and pipeline management practices.
• Act as a clear, confident communicator who influences effectively and builds trust across teams.
• Provide balanced, constructive feedback and navigate challenging conversations with professionalism and empathy.
• Champion continuous learning and professional development through high-quality, consistent coaching.
• Embrace and drive change, acting as a key enabler of strategic initiatives and helping the team adapt to new tools and processes.
• Advocate for the member by identifying and addressing pain points to ensure a compelling and consistent experience.
• Promote the use of tools, sales and marketing resources, and strategic enablers to maximize performance and ROI.
• Uphold ACU’s values-based banking approach, shared value strategy, respectful workplace, and commitment to diversity, equity, and inclusion.
• Stay current on market trends, industry shifts, and competitor activity to guide coaching and strategic conversations.
• Foster strong cross-functional relationships, to achieve ACU’s strategic objectives.
• Always maintain professional confidentiality and privacy.
• Responsible for compliance and risk management, through the execution of internal policies and procedures, always maintain ongoing compliance with regulatory and legislative requirements.

Qualifications:

The competencies for the position would typically be acquired through a post-secondary education in a related field, with a minimum of 5 years with previous experience working in a financial institution is required. Candidates must hold a CFP, PFP, or an equivalent financial planning designation, accompanied by hands-on financial planning experience. A coaching certification is mandatory, while an Adult Learning certification is an asset.

Key Occupational Skills:

• Strategic thinker with a proven ability to analyze member needs and recommend tailored financial solutions for long-term success.

• Strong interpersonal, communication, and presentation skills; builds trust and lasting relationships through authentic engagement.

• Thrives in fast-paced, dynamic environments with the ability to manage multiple priorities and consistently deliver results.

• Self-motivated and adaptable, able to work independently and collaboratively within a team setting.

• Open and able to travel as required to support in-person training, meetings, and events.

• Proficient with Microsoft Office Suite and other standard business applications.

• Knowledge of Credit Union products, services, policies, and operations is an asset.

Work Location:

• This role is a hybrid and will also work at St Anne's head office

This role will be a full time position. You will work 37.5 hours per week Monday to Friday.

Who we are:

As a Certified B Corporation® and one of Manitoba’s Top Employers (2025), the culture of Assiniboine Credit Union is supportive of the individual while focused on the greater community. You’ll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community.

Choosing to work at Assiniboine Credit Union/ Caisse Assiniboine means that you’ll be working for an organization that…

• puts people, planet and prosperity first,

• values diversity and inclusion,

• is focused on social and environmental responsibility,

• supports employees through training programs and long-term career development,

• offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.

If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.

**If you are interested in applying for this position, please submit your resume and cover letter by Friday, March 20th, 2026 at 4:00 pm CST.**We thank everyone who applies but only candidates selected for an interview will be contacted.

We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.