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.

📌 Wealth Specialist at Affinity Financial (Saskatoon)
🏢 Affinity Credit Union
📍 Saskatoon