Deliver investment advice through digital channels as an Investment Specialist, using telephone and video to support members virtually. Build personal connections while guiding financial decisions.
Within Affinity Wealth Management, you will assess member needs and recommend investment and deposit solutions. You will provide foundational financial planning, investment advice, portfolio management, and reviews. Member education and technology support remarkable experiences, business retention, and wallet share growth.
Key Responsibilities: Deliver financial advice through telephone and video channels
Assess needs and recommend investment and deposit solutions
Refer members to fellow specialists when appropriate
Provide foundational planning, investment advice,



and portfolio reviews
Educate members using technology and demonstrations
Requirements: Related diploma or degree and two years’ experience
Equivalent combination of education and experience considered
Completed CSC, IFIC, or equivalent mutual funds course
Maintain eligibility for mutual funds registration
Demonstrated sales ability growing books and achieving targets
Apply investment advice, portfolio management, and member education skills within Affinity Wealth Management’s virtual team.

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📌 Virtual Investment Advice Specialist (Alberta)
🏢 Affinity Credit Union
📍 Alberta