Investment Specialist

2 weeks ago

Saskatoon, Canada Affinity Credit Union Full time

We’re looking for an Investment Specialist to help secure the financial future of our members. You’ll deliver sound financial advice and make personal connections, adding value to our Affinity Wealth Management department and the members you serve What you’ll do As a member of this virtual team, you will use digital channels, including telephone and video, to deliver financial advice and solutions to our members. Assess member needs and provide a range of investment and deposit solutions, referring members to fellow specialists as appropriate. Deliver foundational financial planning and investment advice, portfolio management and review. Focus on member education and demonstration, leveraging technology to deliver a remarkable member experience, provide advice, retain business and increase wallet share. What you’ll get Competitive salary, variable incentive pay, and benefits. Affinity’s remarkable employee experience: support to grow careers, do what you love, and be authentic at work. Health & dental benefits, a pension plan and health spending account. Vacation time, personal days off and a paid volunteer day to maintain a healthy work/life balance. What you’ve got Post‑secondary diploma or degree in a related field and 2 years of related experience or an equivalent combination of education/experience. Completion of a mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility. Industry‑leading sales ability in growing a book, achieving targets and building a pipeline using a member‑centric approach. 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: December 7, 2025. Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr

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