Job Order Detail

Description

If youre interested in building wealth for others while making an impact in the community, youre the kind of person were looking for!

Were seeking an engaged and energetic Wealth Specialist to deliver investment solutions and expertise to a portfolio of members. As a Wealth Specialist, youll have specialized knowledge of investment solutions with a passion for relationship building and a commitment to our member-first philosophy.

The role
- Deliver financial planning and wealth services to members
- Demonstrate commitment to grow assets through sales and service principles and referrals
- Deliver presentations on wealth-related topics
- Advance the well-being of real people while strengthening and forming relationships

What you can expect in return
- The training and mentorship you need to be great
- Earn up to $82,000 per year, plus variable incentive pay
- A comprehensive total rewards package including health and dental benefits, a pension plan and health spending account
- Countless opportunities to advance your career within the credit union

Skills needed to be successful in this role
- Post-secondary diploma or degree in a related field plus 3 years of related experience, or an equivalent combination of education and experience
- Completion of a mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility
- Experience in providing expert financial advice, growing a book and achieving targets
- Knowledge of a range of digital devices including online investment solutions

Affinity is passionate about enabling others to succeed, which is why were committed to providing a remarkable employee experience. Theres never a dull moment in our fast-paced co-operative work environment.

We cant wait for you to fully unbank yourself and join the Affinity family!