Become a Wealth Specialist with Affinity, a member-owned financial institution. Drive member success through expert financial planning and personalized investment solutions.

Affinity is seeking a Wealth Specialist to enhance the financial wellness of our members across Saskatchewan. With a foundation of over 145,500 members and $11.7 billion in managed assets, you will provide holistic wealth advice tailored to individual financial needs. This role emphasizes long-term relationship building and strategic portfolio management to create lasting value.

Key Responsibilities:
• Grow members' wealth through financial planning and investment advice
• Manage investment strategies based on unique member needs
• Utilize technology to enhance member experiences

Requirements:
• Diploma or degree in a related field
• Minimum 3 years of relevant experience
• Financial Planning Designation (QAFP, CFP, or PFP) within 24 months
• Completion of mutual funds course (CSC, IFIC, or equivalent)

Empower our members' financial futures while developing your expertise in wealth management at Affinity.
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📌 Wealth Specialist at Affinity Financial (Saskatchewan)
🏢 Affinity Credit Union
📍 Saskatchewan