Posted Friday, August 7, 2026 at 8:00 AMaf-fin-i-ty (noun):a natural compatibilitythe name on our doorsWe 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 workplace 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 expertiseManage member investment strategies based on their unique needsLeverage technology to deliver a remarkable member experienceWhat you’ll get:




A total rewards package with health & dental advantages, a pension plan and health spending accountVacation time, personal days off and a paid volunteer day to maintain a healthy life/work balanceThe support to grow in your careerA referral bonus when you scout outstanding talent and they’re hired to join our teamAn established portfolio and the ability to grow your book of business through relationship management, referrals, and community connectionsWhat you’ve got:
Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education/experienceFinancial Planning Designation (QAFP, CFP or PFP), successfully completed within 24 months of commencement in the roleCompletion of a mutual funds course (CSC, IFIC or equivalent) and maintenance of registration eligibilitySo, what do you think? Does it sound like you’re a fit for this role?
J-18808-Ljbffr

📌 Wealth Specialist Winnipeg
🏢 Affinity Credit Union
📍 Winnipeg