Wealth Specialist

af-fin-i-ty (noun):

1. a natural compatibility
2. the name on our doors 

Working for Affinity means being part of a member‑owned financial institution. As a cooperative we’re purpose‑driven, shaping and strengthening the communities we call home. It’s not just meaningful work, it’s smart, sustainable business. Our team of more than 850 professionals supports a thriving membership of over 145,500 individuals across Saskatchewan, backed by $11.7 billion in managed assets. That scale and the trust behind it positions Affinity as a leading financial partner for Saskatchewan residents.

We’re 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, delivering expert advice, and creating long-term value for our members and our organization.

What you’ll do:

• Grow our members wealth through holistic financial planning, investment advice, and portfolio management to members with increasingly complex financial needs
• Manage member relationship and investment strategies based on their unique needs
• Leverage technology to deliver a remarkable member experience

What you’ll get:

• A total rewards package with health & dental benefits, a provincially regulated pension plan and health spending account
• Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance
• A referral bonus when you scout great talent and they’re hired to join our team
• An established portfolio and the ability to grow your book of business through relationship management, referrals, and community connections

What you’ve got:

• Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education/experience
• Experience in providing expert financial planning advice, as well as providing quality member-centric referrals to other financial solutions experts
• 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

So, what do you think? Does it sound like you’re a fit for this role? Throw your hat in the ring!
 
This position requires the submission of your Resume and Cover Letter stating how you meet the required qualifications in your application prior to the closing date of the position.

Start Date Negotiable.