Advisor, Wealth at Sunrise Credit Union

Position Available: Advisor, Wealth

Who We Are

At Sunrise Credit Union, we believe in the power of community, collaboration, and innovation. As one of Manitoba’s fastest-growing credit unions, we are committed to promoting fair and meaningful employment within a safe, respectful, and diverse workplace. Choosing Sunrise means joining a values-driven organization where your leadership can create real impact - for our employees, our members, and the communities we serve.

About Sunrise Credit Union

With a proud history spanning over 75 years, Sunrise Credit Union has been guided by a strong set of core values: integrity, honesty, cooperative philosophy, respect, fairness, empathy, loyalty, courage, and optimism. These values, combined with strategic business management, have guided our steady growth to:

• 19 branches across the Parkland and Western Manitoba region
• 240+ employees dedicated to our members’ success
• Over $2 billion in assets as of 2025

The Position

The Wealth Advisor delivers comprehensive financial planning and insurance-inclusive investment advisory services to Sunrise Credit Union members. Reporting to the Director, Sunrise Wealth Management, this role builds long-term relationships with members by providing objective, personalized financial advice that aligns with their goals, values, and life stages.

The Wealth Advisor helps members achieve financial well-being through effective planning, portfolio management, and integration of investment, insurance, and retirement solutions. This role represents a senior advisory position responsible for more complex planning needs, higher-value portfolios, and advanced wealth strategies. The role contributes directly to the Credit Union’s mission of empowering members’ financial success while ensuring compliance with all regulatory requirements and internal policies.

What You Will Bring to Sunrise

• Strong communication, relationship-building, and decision-making skills
• A passion for community involvement and relationship-based banking
• A willingness to learn, adapt, and take ownership of your professional development
• Flexibility and comfort working across multiple branches, teams, and environments
• The ability to think strategically while managing day-to-day responsibilities effectively
• Comfort working within a regulated, compliance-driven environment
• A positive, growth-oriented mindset and the ability to thrive in a dynamic, evolving workplace

Our Commitment to You

Sunrise Credit Union is committed to creating a workplace environment where personal growth, continuous learning, and professional autonomy are not only encouraged - but expected. Through progressive human resource practices and forward-thinking leadership, we empower our employees with the tools, training, and support needed to succeed today and lead into the future.

Our diverse, motivated team is united by a shared commitment to making a meaningful impact in the lives of our members and the communities in which they work and live.

Ready to Make a Difference?

Learn more about this opportunity and to apply online by visiting https://sunrisecu.mb.ca/About/Careers/

If you are a job seeker with a disability and require reasonable accommodation throughout the recruitment process, please email [email protected] with your request(s).

We thank all applicants, but only those selected for an interview will be contacted.