Wealth Specialist

Innovation Credit Union; Edmonton; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Canada is seeking a Wealth Specialist to provide tailored investment and wealth management solutions to clients. This role is crucial for helping members achieve their financial goals through strong relationship-building and expert advice. The ideal candidate will have completed post-secondary education in Finance or Business Administration, along with 3-5 years of relevant experience. This position offers competitive benefits starting on Day 1, including a pension plan and health benefits.

Benefits

7% employer-matched pension plan

Extended health benefits

Employee and family assistance program

Staff loan rate

Qualifications

• 3-5 years job-related experience or equivalent.
• Mutual fund licensing is required.
• Industry certifications such as CFP or CIM are an asset.

Responsibilities

• Provide tailored financial planning and investment advice.
• Develop and maintain client relationships.
• Collaborate with internal teams for wealth solutions.
• Actively seek to grow the client base.
• Maintain knowledge of financial products and trends.

Skills

Financial planning

Client relationship management

Analytical skills

Sales skills

Communication skills

Digital literacy

Education

Post-secondary education in Finance or Business Administration

Tools

Microsoft 365 applications (Excel, Teams, Viva, etc.)

Job description

Job Details

Description

Wealth Specialist

We’re looking for a Wealth Specialist to join our team! This position is integral to the function of our organization, playing a key role in helping members achieve their financial goals through personalized investment and wealth management solutions. This role is ideal for someone passionate about building relationships, delivering expert advice, and growing their book of business in new and emerging markets. The key responsibilities for this role include :

• Provide tailored financial planning and investment advice to members.
• Develop and maintain strong relationships with clients to understand their evolving financial needs.
• Collaborate with internal teams to deliver holistic wealth solutions.
• Actively seek opportunities to grow your client base through referrals, networking, and community engagement.
• Maintain up-to-date knowledge of financial products, market trends, and regulatory requirements.
• Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole.
• Must have the ability to travel to and cover regionally as required. Innovation’s Travel Practice Guidelines will be followed.

Community Engagement

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.

Qualifications

• 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.
• Mutual fund licensing
• Industry certifications such as CFP or CIM would be an asset.
• 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).

ABOUT US

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other Credit Unions? We've put in the work to become a federal credit union – just one of three in Canada, to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, “Made in Sask, Built for Canada.”

What sets us apart

• Commitment to Community : $1.1 million was given to local organizations last year who are making a difference
• Strong focus on Diversity and Inclusion : Nearly 26% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace
• Benefits that start when you do : Our Full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment with IFCU, no waiting period!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honored and respected.