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Wealth Specialist

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Job Order #: 5869658

Employer Name:
Affinity Credit Union
Posted Date:
# of Positions:
Employment Terms:
Full Time
Technical/Applied Science Diploma
3-5 Years
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Employer Name:
Affinity Credit Union

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Employer Website:


affinity (noun):
1. a natural compatibility
2. the name on our doors

We want our employees to feel great coming to work. After all, an exceptional employee experience leads to an extraordinary experience for our members. If you have an affinity for working in a place where your achievements are celebrated, then a career with us might be the perfect fit.

Were 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, adding value to our organization and the members we serve!

What youll do:
- Grow our members wealth through robust financial plans, investment advice, relationship and portfolio management and mutual fund expertise
- Manage member investment strategies based on their unique needs
- Leverage technology to deliver a remarkable member experience

What youll get:
- The support to grow in your career, with ample opportunities to advance
- A competitive salary plus bonuses for your hard work
- A total rewards package with health & dental benefits, pension & health spending account
- Vacation time and personal days off to maintain a healthy life/work balance
- A referral bonus when you scout great talent & they join our team

What youve got:
- Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education/experience
- 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

We cant wait for you to join the Affinity team!


Skills and Abilities

Work Setting
 - Bank


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