06 Oct
|
Affinity
|
Saskatoon
06 Oct
Affinity
Saskatoon
af-fin-i-ty (noun):
1. a natural compatibility
2. the name on our doors
Working for Affinity means being part of a member owned financial institution. As a cooperative we're purpose driven, shaping and strengthening the communities we call home. It's not just meaningful work, it's smart, sustainable business. Our team of more than 850 professionals supports a thriving membership of over 145,500 individuals across Saskatchewan, backed by $11.7 billion in managed assets. That scale and the trust behind it positions Affinity as a leading financial partner for Saskatchewan residents.
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, delivering expert advice, and creating long-term value for our members and our organization.
What you’ll do:
- Grow our members wealth through holistic financial planning, investment advice, and portfolio management to members with increasingly complex financial needs
- Manage member relationship and 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 provincially regulated pension plan and health spending account
- Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance
- 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
- Experience in providing expert financial planning advice, as well as providing quality member-centric referrals to other financial solutions experts
- 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
So, what do you think? Does it sound like you're a fit for this role?
Posting Close Date: October 12, 2026
Start Date Negotiable.
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📌 Wealth Specialist (Saskatoon)
🏢 Affinity
📍 Saskatoon