Wealth Specialist

Affinity Credit Union; Saskatoon; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Health & dental benefits

Pension plan

Health spending account

Vacation time

Volunteer day

Referral bonus

Job summary

Affinity Credit Union is seeking a Wealth Specialist to deliver financial planning and investment solutions to its members. You will build robust financial plans and manage portfolios while cultivating strong relationships to grow the book of business.

Success in this role requires a post-secondary diploma or degree in a related field, plus 3 years of related experience, and professional designations such as QAFP, CFP, or PFP to be completed within 24 months.

Qualifications

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

Responsibilities

• Grow members' wealth through comprehensive 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.

Skills

Financial planning

Investment advice

Relationship management

Education

Post-secondary diploma or degree

Job description

Posted Friday, August 7, 2026 at 8:00 AM

af-fin-i-ty (noun):

• a natural compatibility
• the name on our doors

We want our employees to feel greatcoming to work so that’s why we give our talent the tools to excel. After all,a remarkable employee experience leads to extraordinary experiences for ourmembers. If you have an affinity for working in a vibrant environment whereyour achievements are celebrated, then a career with us sounds like the perfect fit!

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, adding value to our organization and the members we serve!

What you’ll do:

• 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

What you’ll get:

• A total rewards package with health & dental benefits, a pension plan and health spending account
• Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance
• The support to grow in your career
• 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
• 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?