Wealth Specialist
Top Benefits
About the role
af-fin-i-ty (noun): a natural compatibility the name on our doors We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit! We’re 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 you’ll 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 you’ll get: A total rewards package with health & dental benefits, a pension plan and health spending account Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance The support to grow in your career A referral bonus when you scout great talent and they’re hired to join our team An established portfolio and the ability to grow your book of business through relationship management, referrals, and community connections What you’ve 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 So, what do you think? Does it sound like you’re a fit for this role? Throw your hat in the ring!
This position requires the submission of your Resume and Cover Letter stating how you meet the required qualifications in your application prior to the closing date of the position.
Posting Close Date: August 23, 2026
About Affinity Credit Union
Affinity Credit Union is a locally-owned co-operative that exists for you, our members and the communities we serve. As a full-service financial institution, you can feel good knowing that you have access to products and services that can help you navigate any stage of life. Whether you're opening your first bank account or simply reconsidering the options for your finances, you can count on us for sound financial advice and the latest technology to make your banking personalized and convenient.
As a member, you have access to a full suite of products and services to fit your life. By investing your money in Affinity Credit Union, you become part of the economic engine that powers your communities and the entire province of Saskatchewan.
Because of your deposits at Affinity, we are able to lend out funds to a young family so that they may purchase their first home or assist a farmer in your community with expanding his business. Our mission is to enable all our members and communities to invest in one another which ultimately leads to a better world for everyone, every day!
And our employees are members too! They’re supported to grow and develop their careers through learning and education opportunities that help them move their way through the organization to greater responsibilities or more finely tuned disciplines.
Working for Affinity can be so much more than a pay cheque every two weeks. You’ll be rewarded with employee benefits that keep you healthy, keep you learning and get you motivated.
Now that's something you can feel good about!
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Wealth Specialist
Top Benefits
About the role
af-fin-i-ty (noun): a natural compatibility the name on our doors We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit! We’re 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 you’ll 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 you’ll get: A total rewards package with health & dental benefits, a pension plan and health spending account Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance The support to grow in your career A referral bonus when you scout great talent and they’re hired to join our team An established portfolio and the ability to grow your book of business through relationship management, referrals, and community connections What you’ve 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 So, what do you think? Does it sound like you’re a fit for this role? Throw your hat in the ring!
This position requires the submission of your Resume and Cover Letter stating how you meet the required qualifications in your application prior to the closing date of the position.
Posting Close Date: August 23, 2026
About Affinity Credit Union
Affinity Credit Union is a locally-owned co-operative that exists for you, our members and the communities we serve. As a full-service financial institution, you can feel good knowing that you have access to products and services that can help you navigate any stage of life. Whether you're opening your first bank account or simply reconsidering the options for your finances, you can count on us for sound financial advice and the latest technology to make your banking personalized and convenient.
As a member, you have access to a full suite of products and services to fit your life. By investing your money in Affinity Credit Union, you become part of the economic engine that powers your communities and the entire province of Saskatchewan.
Because of your deposits at Affinity, we are able to lend out funds to a young family so that they may purchase their first home or assist a farmer in your community with expanding his business. Our mission is to enable all our members and communities to invest in one another which ultimately leads to a better world for everyone, every day!
And our employees are members too! They’re supported to grow and develop their careers through learning and education opportunities that help them move their way through the organization to greater responsibilities or more finely tuned disciplines.
Working for Affinity can be so much more than a pay cheque every two weeks. You’ll be rewarded with employee benefits that keep you healthy, keep you learning and get you motivated.
Now that's something you can feel good about!