Wealth Specialist

4 days ago

Regina, Canada Affinity Credit Union Full time

**af-fin-i-ty (noun)**:
1. a natural compatibility
2. the name on our doors
We want our employees to feel great coming 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 our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit
**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**:

- On top of the contractual connection (competitive salary, variable incentive pay, and benefits), we offer rewards and experiences that also speak to your experiential and emotional connection to work and to the communities we serve
- Affinity is proud of our remarkable employee experience where employees have support to grow their careers, do what they love, and can be their whole selves at work
- 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

**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? Throw your hat in the ring
**Posting Close Date**: December 15, 2024

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