Wealth Specialist (Saskatoon)

Wealth Specialist (Saskatoon)

11 Aug
|
Socket.dev
|
Saskatoon

11 Aug

Socket.dev

Saskatoon

af-fin-i-ty (noun): 1. 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 perks, 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 Posting Close Date: August 23, 2026

📌 Wealth Specialist (Saskatoon)
🏢 Socket.dev
📍 Saskatoon

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