Insurance Specialist - Partner - Affinity Financial Strategies
Aviso Wealth
Affinity Financial Strategies (“AFS”) is looking for a high-performing Insurance Specialist
to help clients protect, grow, and transfer wealth through smart, strategic insurance
solutions. AFS is a wealth management provider offering financial planning, investments,
and insurance to a portfolio of existing clients and members of the credit union and their
communities.
If you thrive in consultative sales, enjoy meaningful client conversations, and want to build
a long-term book of business within a collaborative wealth environment—this role is for you.
Reporting to the Senior Director, Wealth Strategies, you’ll work with existing clients and
referral partners to deliver tailored life, health, and living benefit solutions aligned to tax,
estate, and risk-management needs.
What You’ll Do
• Lead client conversations and close insurance opportunities through consultative
advice
• Design and present customized insurance strategies tied to client goals
• Generate new business through referrals and partner channels
• Collaborate with retail, business, and agriculture teams to uncover opportunities
• Manage applications from submission through policy issue
• Deliver confident, compliant advice while building long-term client trust
What You Bring
• Life & A&S Insurance licenses (Saskatchewan)
• 5+ years of proven life insurance sales success
• Strong prospecting, relationship-building, and closing skills
• Confidence working independently in a virtual, results-driven environment
• Tech-savvy with financial planning tools and MS Office
• CFP®, PFP®, or QAFP® (an asset)
What’s In It for You
• Competitive base salary plus commission
• Established client base and referral flow
• Comprehensive benefits and ongoing professional development
• Supportive, entrepreneurial, relationship-focused culture
Ready to deliver trusted advice and make a meaningful difference in clients’
financial lives?
Applications are reviewed starting March 31, 2026 and will remain open until filled.
** Affinity Financial Services is a program provided by Aviso Insurance Inc. offering
financial planning, life insurance and investments to members of credit unions and their
communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under
license by Aviso Insurance Inc.
$50k - $100k per year
...with a company that is both Human and Kind… At Serenia Life Financial , we’ve been helping Canadians protect the people they love... ...lasting peace of mind. We’re growing our team of Financial Insurance Representatives. Driven, people-focused professionals who want...SuggestedRemote workFlexible hours- ...our members. If you have an affinity for working in a vibrant environment... ...for a Business Advisory Specialist who enjoys supporting... ...collaboration with internal partners. What you’ll get A competitive... ...member centric referrals to other financial solutions experts...SuggestedFull timeLocal area
- ...work alongside producers, researchers, industry, and government partners to deliver practical, field-scale research, sustainability... ...time. About The Role As the Agronomy & Producer Engagement Specialist, you'll play a key role in delivering regenerative agriculture,...SuggestedFull timeWork at office
- ...a clear voice in building a business - without the headache and financial risk of starting from scratch. If you’re an ambitious ag professional... ...(including prepay, booking, and in-season programs). ~Guide Strategy & Growth: Work directly with business leadership to develop long...SuggestedLong term contractLocal area
- ...companion birds, wild birds, fish, reptiles and small animals. All of our stores are dedicated to helping local pets in need, and we partner with local shelters, rescues and charities for adoption events, in-store adoption (select stores only) and pet food bank programs, as...SuggestedPart timeLocal areaFlexible hoursAfternoon shift
$15.5 per hour
...~ Are you currently a student? Employment terms options Evening Shift Flexible hours Night Employment terms options ~ Weekend Financial benefits Gratuities Work Term: Permanent Work Language: English Hours: 4 to 12 hours per week...Permanent employmentFull timePart timeFlexible hoursShift workNight shiftWeekend workAfternoon shiftTJ's Pizza
Melfort, SK14 days ago- ...providing boots-on-the-ground agronomy expertise. You will deliver unrivaled agronomic and technical support to our clients, support our Partner Services network, and assist the sales team to acquire new acres. The successful candidate will reside in Melfort, SK, or within a...Remote jobLong term contractFull timeHome office
$15.5 per hour
...étudiant(e)? Options de conditions d'emploi Soir Quart de travail Horaire flexible Nuit Expérience ~ Formation offerte Options de conditions d'emploi ~ Fin de semaine Avantages financiers Pourboires Hours: 4 à 12 heures par semaine...Permanent employmentFull timePart timeFlexible hoursNight shiftWeekend workAfternoon shiftTJ's Pizza
Melfort, SK14 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Insurance Specialist - Partner - Affinity Financial Strategies. Be the first to apply!
