Digital Wealth Specialist

Innovation Federal Credit Union•Regina, SK

2d•CA$64,000 - CA$76,000•Hybrid

About The Position

This position is integral to the Wealth Services function at Innovation Federal Credit Union, responsible for delivering personalized investment advice and solutions to members through digital channels. As a key contributor within the Wealth team, you will play a critical role in growing member relationships, enhancing investment portfolios, and supporting the organization’s digital-first strategy. You’ll bring a strong relationship-focused and analytical mindset, translating member goals, financial insights, and market trends into tailored investment strategies that align with individual objectives, risk tolerance, and regulatory expectations.

Requirements

Have completed post-secondary education in Finance, Business Administration, or a related field plus 3-5 years job related experience; or an equivalent combination of education and experience.
Registered to sell mutual funds.
Completion of the Investment Funds Course (or willingness to obtain) is required
Proven experience in financial services, investment advising, or wealth management.
Strong analytical, communication, and interpersonal skills.
Proven business development, sales, and service skills. Strong communication skills with the ability to relate well to members and coworkers.
Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions.
Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, Power BI).

Nice To Haves

Industry certifications such as CFP or CIM would be an asset.

Responsibilities

Build and maintain strong relationships with members by providing investment advice and solutions through digital platforms (e.g., phone, virtual channels)
Identify member needs by analyzing financial situations, investment portfolios, and life stage goals, and recommend appropriate investment and retirement solutions
Develop individualized portfolio plans, including diversification strategies that align with member objectives and risk tolerance
Deliver a high level of service and advice on investment products, including supporting digital and robo-advisor platforms in partnership with Consumer Advisors
Grow business by fostering new relationships and expanding existing member portfolios through proactive outreach and business development
Conduct regular client reviews and ongoing follow-ups to ensure member needs continue to be met and portfolios remain aligned with goals
Collaborate cross-functionally with retail and wealth teams to support overall corporate objectives and integrated member experiences
Provide education and guidance to internal teams on investment products, processes, and digital wealth solutions to enhance capability and service delivery
Monitor market conditions and economic trends to inform recommendations and support sound investment advice
Ensure compliance with all regulatory requirements, policies, and risk management practices in all investment activities
Contribute to continuous improvement initiatives, digital adoption, and innovation within the Wealth Services function
Must have the ability to travel to and cover regionally as required. Innovation’s Travel Practice Guidelines will be followed.
A successful candidate must be willing to go out into the community to build relationships and grow their book of business. As these are new markets for Innovation, your ability to connect with potential members and establish trust will be essential to your success.