Wealth Specialist

Affinity Credit Union • Saskatoon, SK

6d

About The Position

We are looking for a Wealth Specialist to deliver financial planning and investment solutions to our members, helping secure their financial future. The successful candidate will have a knack for making meaningful connections, adding value to our organization and the members we serve!

Requirements

• Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education/experience
• Financial Planning Designation (QAFP, CFP or PFP), successfully completed within 24 months of commencement in the role
• Completion of a mutual funds course (CSC, IFIC or equivalent) and maintenance of registration eligibility

Responsibilities

• Grow our members wealth through robust financial plans, investment advice, relationship and portfolio management and mutual fund expertise
• Manage member investment strategies based on their unique needs
• Leverage technology to deliver a remarkable member experience

Benefits

• health & dental benefits
• pension plan
• health spending account
• Vacation time
• personal days off
• paid volunteer day
• support to grow in your career
• referral bonus
• established portfolio
• ability to grow your book of business through relationship management, referrals, and community connections

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree