Virtual Investment Advisor: Grow Member Wealth
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Affinity Credit Union is seeking an Investment Specialist to help secure the financial future of our members. You will deliver sound financial advice through a virtual team and build personal connections within Affinity Wealth Management.
You will assess member needs, offer investment and deposit solutions, and deliver foundational financial planning, portfolio management and reviews. Focus on education and leveraging technology to enhance the member experience.
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Toronto, Ontario, Canada Affinity Credit Union Full-timeAffinity Credit Union is seeking an Investment Specialist to help secure the financial future of our members. You will deliver sound financial advice through a virtual team and build personal connections within Affinity Wealth Management.You will assess member needs, offer investment and deposit solutions, and deliver foundational financial planning,...
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Ottawa, ON, Ottawa Census Division, ON; Ontario, Canada Affinity Credit Union Full-timeAffinity Credit Union is seeking an Investment Specialist to help secure the financial future of our members. You will deliver sound financial advice through a virtual team and build personal connections within Affinity Wealth Management. You will assess member needs, offer investment and deposit solutions, and deliver foundational financial planning,...
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Mississauga, ON, Peel Regional District, ON; Ontario, Canada Affinity Credit Union Full-timeAffinity Credit Union is seeking an Investment Specialist to help secure the financial future of our members. You will deliver sound financial advice through a virtual team and build personal connections within Affinity Wealth Management. You will assess member needs, offer investment and deposit solutions, and deliver foundational financial planning,...
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