Join af-fin-i-ty as a Wealth Specialist to transform financial futures through expert planning, investment advice, and robust portfolio management. Embrace a vibrant workplace that celebrates your achievements.

In this vital role, you'll be responsible for creating growth opportunities for our members by developing personalized financial strategies. Your expertise in managing investments and leveraging technology ensures that members receive an exceptional experience. Build meaningful relationships and add value to our organization while helping members secure their financial future.

Key Responsibilities:
• Develop tailored financial plans to enhance member wealth
• Manage investment strategies based on unique member needs




• Provide expert advice on mutual funds and portfolios
• Leverage technology for improved member experiences
• Cultivate robust relationships for referrals and engagement

Requirements:
• Post-secondary degree or diploma in related field
• 3 years of relevant experience or equivalent
• Financial Planning Designation (QAFP, CFP, PFP)
• Mutual funds course completion and registration eligibility
• Ability to grow a book of business through connections

Become a key contributor to our members’ financial well-being at af-fin-i-ty.
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📌 Wealth Specialist at af-fin-i-ty (Saskatchewan)
🏢 Socket.dev
📍 Saskatchewan