ROLE OVERVIEW

Reporting to the Manager, Operations & Administration, the Wealth Assistant plays a vital role in supporting the delivery of exceptional financial planning experiences for members by working collaboratively with a network of advisors and internal partners. This role actively contributes to enhancing the financial wellbeing of members by implementing, managing, and continuously improving process and touchpoints related wealth processing and member wealth service This role serves as a key liaison between the branch network, business & agriculture departments, virtual services and our strategic partner Aviso Wealth, ensuring seamless communication and efficient service delivery. The role reinforces the commitment of the parent company, Assiniboine Credit Union, and AVI/Agency to financial guidance and member-centric support.

KEY ACCOUNTABILITIES

• Assist Wealth Advice team with administrative functions related to member experience

• Manage third party demands including fund representatives, insurance representatives and wholesaler activities

• Create and maintain member files as per compliance guidelines and procedures set forth by regulators

• Prepare member meeting file kit based on member meeting; Discovery, Strategy, Implementation & Review

• Process and follow up on transactions within member accounts within prescribed limits

• Proactively review trades, payments, and changes to circumvent errors leading to higher member satisfaction

• Participate in member on-boarding by engaging in member satisfaction calls both external and internal with referral partners through branch network

• Conduct follow-up calls with members to continuously improve the overall member experience

• Schedule appointments for the Wealth Advice team; make travel arrangements and provide administrative services

• Support a proactive, outbound call marketing program geared towards existing members and prospective leads or referrals

• Actively engage in member segmentation plan to ensure optimal member journey

• Act as liaison between department and strategic partners for investments, specifically Aviso Wealth

• Act as liaison between department and strategic partners for insurance

• Act as an ambassador for ACU’s commitment to financial planning internally and in the community, assisting with the delivery of consistent messages to support ACU’s strategic focus and protect and reinforce the profession and brand

• Participate in branch visits with Wealth Advice team member to foster positive relationships and assist in evaluating current referral opportunities

• Support the growth and awareness of financial planning internally and within the community

• Identify growth opportunity and a continuous improvement culture leveraging efficiencies

• Participate in assigned projects, assignments and marketing initiatives that support business growth opportunity

QUALIFICATIONS

Education and Experience

The Wealth Assistant position requires a post-secondary education in an administration related field plus two to four years job-related experience. or an equivalent combination of education and experience. Knowledge of investment &/or insurance administration is an asset.

Key Occupational Skills

• Self-starter with the ability to work independently and in a team environment

• Ability to manage internal and external relationships

• Ability to prioritize within a fast-paced working environment, managing varying levels of complex transactions

• Knowledge of general investment products and services is an asset

• Knowledge of parent company, ACU, products and services is an asset

• Previous work experiences in a financial planning environment is preferred

• Effective written and oral communication skills are desirous

• Strong computer application skills required, Microsoft Office Suite

Location & Work Environment

In-branch at assigned location

Who we are

As a Certified B Corporation® and one of Manitoba’s Top Employers (2024), the culture at Assiniboine Credit Union / Caisse Assiniboine is supportive of the individual while focused on the greater community. With the widest geographic reach of any credit union in Manitoba, 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 means that you’ll be working for a uniquely Manitoban credit union that…

• puts people, planet and prosperity first,
• values diversity and inclusion,
• is committed to serving its urban, rural, agricultural, and Francophone communities,
• 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.
• is focused on social and environmental responsibility.

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 the position, please submit your application by Monday, May 18, 2026, at 4:00pm. 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.