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Affinity Credit Union

Wealth Specialist

Saskatoon, SK, Canada

Experience: Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education/experience
Posting language: English
Posted: Sep 25, 2026

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Original job description

af-fin-i-ty (noun):

a natural compatibility
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.

Posting Close Date: October 12, 2026

Start Date Negotiable.

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More about this job

Responsibilities

The Wealth Specialist will grow member wealth through holistic financial planning, investment advice, and portfolio management. They are responsible for managing member relationships and leveraging technology to deliver a high-quality member experience.

Requirements

Candidates must have a post-secondary diploma or degree with at least 3 years of related experience. A mutual funds course completion is required, and a financial planning designation like QAFP, CFP, or PFP must be obtained within 24 months.

Skills

Financial planning
Investment advice
Portfolio management
Relationship management
Member service
Financial analysis
Strategic planning
Communication
Technology proficiency

Benefits

Health benefits
Dental benefits
Provincially regulated pension plan
Health spending account
Vacation time
Personal days off
Paid volunteer day
Referral bonus

Visa sponsorship

Not detected in the job text

Keywords

Wealth Specialist
Financial Planning
Investment Solutions
Portfolio Management
Member Relations
QAFP
CFP
PFP
CSC
IFIC
Financial Institution
Asset Management
Relationship Management
Financial Advice
Saskatchewan

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