Wealth Specialist Saskatoon (Canada)

Wealth Specialist Saskatoon (Canada)

12 Aug
|
Socket.dev
|
Canada

12 Aug

Socket.dev

Canada

af-fin-i-ty (noun):
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 setting 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 advantages, 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 excellent 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
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📌 Wealth Specialist Saskatoon (Canada)
🏢 Socket.dev
📍 Canada

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