Become a Wealth Specialist at af-fin-i-ty and offer tailored financial planning and investment solutions to empower our members' futures. Thrive in a workplace where your talents are celebrated.

In this essential role, you'll develop effective financial strategies that grow member wealth and provide personalized investment advice. Your skills in relationship and portfolio management will help build a robust network to support members’ financial aspirations.

Embrace a vibrant culture that values qualified growth and community connections.

Key Responsibilities:
Design comprehensive financial plans to enhance member wealth
Oversee member investment strategies and portfolio management
Deliver expert mutual fund advice to clients




Implement technology solutions for enhanced member service
Strengthen relationships to drive referrals and engagement

Requirements:
Post-secondary diploma or degree, plus 3 years of relevant experience
Required Financial Planning Designation (QAFP, CFP, PFP)
Successful completion of a mutual funds course
Valid registration eligibility maintained
Proven capability to develop business through relationships

Empower your career and influence member successes with af-fin-i-ty.
J-18808-Ljbffr

📌 Wealth Management Specialist At Af Fin I Ty Saskatoon (Canada)
🏢 Socket.dev
📍 Canada