Wealth Consultant

Reporting to the Manager, Wealth Foundations, the Wealth Consultant is integral to delivering a consistent, relationship-based wealth experience for members who are beginning or building their wealth journey.  The role co-manages a shared portfolio of member relationships, providing proactive outreach, goals-based investment advice, and basic planning support.

The Wealth Consultant builds and strengthens member relationships, delivers exceptional service to existing and new wealth members, and helps members develop strong financial habits, consolidate and optimize their investment accounts, and progress toward their financial goals.  This role supports ACU's commitment to rural and agricultural communities, francophone services, values-based banking, and ACU's triple bottom line.