Wealth Specialist
Full-time
Affinity Credit Union
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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Specialist in Saskatoon, SK vacancy
- ...Reporting to the Training Lead, the Training Specialist is responsible for developing, coordinating, delivering, and continuously improving site-specific training programs with a strong focus on safety, compliance, and operational excellence. This role ensures all employees...SuggestedFor contractorsWork at office
- ...warm, welcoming atmosphere will make you feel right at home. Because when you’re here, you’re family. Overview As a To Go Specialist, you recognize that people’s lives are busy, and guests safely picking up food to-go has become even more important. To Go Specialists...SuggestedWork from homeFlexible hours
$79.59k per year
...ACCOUNTABLE TO: Acting Deputy Chief, Finance Brief Overview Under the direction of the Acting Deputy Chief of Finance, the Financial Specialist will oversee the day-to-day accounting-related functions and maintain MN–S financial records. The Financial Specialist is...SuggestedPermanent employmentFull timeInterim roleLocal areaMonday to friday- ...work makes a difference, Virtus Group could be the perfect fit. We are looking for a proactive and highly organized Administrative Specialist to join our team and elevate our manager group. This isn’t your average admin role. You will be managing key touch points with...SuggestedFull timeWork at officeLocal area
$18 - $20 per hour
Job Responsibility: Work Hours: Monday - Friday, 7:00am - 3:00pm Salary: Hourly wages, $18.00 - $20.00 per hour Full time and part time positions available No experience required Position begins May 1. Lawn care season runs till September 30, with seasonal work...SuggestedHourly payFull timePart timeCasual workSeasonal workMonday to fridayFlexible hours- ...Specific Accountabilities Reporting to the Executive Director, the Specialist is specifically accountable for: Core Research Activities Network with community and research organizations on local, provincial, and national levels to investigate and collaborate on issues...Full timeLocal area
- The Opportunity: We are looking for someone who can lead our people to build and sustain a Standard Work program to drive production excellence. Reporting to the Health & Safety Manager you would be collaborating with all plant functions (such as Health & Safety and Food...Hourly payLong term contractFull timeTemporary work
$18 per hour
This Job has been imported from the National Job Bank. For more information please click the link to view the job on the National Job Bank. Skills and Abilities Screening questions - Are you available to start on the date listed in the job posting? - Do you have...Full timeDay shift- ...View all jobs Fulfillment Operations Specialist Saskatoon, SK Warehousing, Fulfillment & Logistics In office Full-time Company Overview Farmers Business Network, Inc. (FBN) is a pioneering digital marketplace and farmer-to-farmer network dedicated to empowering...Permanent employmentFull timeTemporary workWork at officeLocal areaImmediate startRemote workWork visaWeekend workAfternoon shift
- ...that values safety, integrity, performance, and collaboration. The Challenge Ahead Reporting to the Manager Tax, Canada, the Specialist Tax (Canada) plays a key role in managing Canadian corporate, regional, and international tax matters. This role provides expert tax...Long term contractPermanent employmentFull timeWork at officeWork from homeWorldwide
- Specialist, Tax (Canada) Saskatoon, SK | Hybrid Join a global leader and play a key role in supporting one of Canada's most significant resource projects. As a Specialist, Tax, you'll provide expert tax guidance, ensure compliance, and partner with stakeholders across the...Long term contractImmediate start
$60k - $65k per year
...$5 billion in assets. As the organization modernizes its digital services and member experience, it is seeking a Member Experience Specialist to support members while helping shape the future of service delivery. The role involves administering pension transactions (transfers...Full timeRemote workFlexible hours- ...per Terms and Conditions of Employment Travel Required: No : Reporting to the Manager Internal Reporting, the Financial Reporting Specialist will be responsible for the creation, review and analysis of internal/external financial reports across the SHA at a consolidated...Permanent employmentFull timeTemporary workShift work
- ...2026 Department: Environment & Permitting Location: Saskatoon Reporting to the Waste and Water Lead, the Senior Environmental Specialist is responsible for the advancement of environmental excellence initiatives identified in NexGen's Environmental Assessment and...Full timeWork at officeLocal area
- ...bigger picture We’re looking for a collaborative, strategic, and people-focused leader to come on board as our Manager, Financing Specialists. In this role, you'll lead a team responsible for delivering high-quality financial analysis and comprehensive credit writing that...Full timeTemporary work
$26.96 - $37.21 per hour
...We are currently seeking Training & Development Specialist to join our Saskatoon Manufacturing Plant. Training & Development Specialist are hardworking, positive, and eager employees that is responsible for ensuring that the training and development activities for the Manufacturing...Full timeWork at office- We are Aaron’s - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their full potential in a team-oriented, high-energy, recognition-based environment...Hourly payFull timeSummer workShift work
- ...weeks Relief: No Float: No Salary or Pay Band: As per Terms and Conditions of Employment Travel Required: Yes Job : The Specialist serves as a provincial resource by providing expertise in development, coordination and implementation of all mitigation,...Full timeTemporary workShift workRotating shift
- ...Federated Co-operatives Limited (FCL) is hiring a Senior Account Management Specialist to join our Energy Sales & Marketing team. This hybrid position is based in Saskatoon, SK. In this role, you will build and manage strategic customer relationships, negotiate multi-year...Full timeContract workLocal area
- Fantastic Opportunity to Be Part of a Great Team! Roofmart, Canada’s National distributor for Exterior Building Supply for Roofing, Siding, Metal and Building Envelope. With over 50 Roofmart locations across Canada, we are strategically positioned to handle all our customer...Long term contractFull timeTemporary workFor contractors
- ...The Field Marketing Specialist (FMS) is responsible for aiding in the planning and execution of Red Bull’s field marketing initiatives, with the mandate of creating the most locally relevant face of our global brand, reporting into the Field Marketing Manager (FMM). Major...Full timeLocal area
- ...the Queen Elizabeth University Hospital, Glasgow. This is a rare chance to step into a cutting‑edge regional service delivering specialist care across neurology, neurosurgery, neuro‑critical care, oral & maxillofacial surgery, and spinal injuries. In this role, you will...Permanent employmentFull timeTraineeshipLocal areaImmediate startMonday to fridayFlexible hoursRotating shift
- ...Job Responsibility: Job Title: Marketing Specialist for Luxury Craft Distillery Location: Saskatoon with occasional remote Reports To: Owners About Us: We are a small yet ambitious craft distillery specialising in producing exceptional whisky and gin for the global...Full timeRemote workWorldwideRelocationShift work
$100k per year
...Certified Labs- Outside Sales Representative Agriculture Specialist Territory: Saskatoon, SK About the Role We are looking for a high-energy, disciplined Sales Representative to own a territory and drive lubrication excellence for industrial plants, fleets...Long term contractContract workLocal area- ...Federated Co-operatives Limited (FCL) is hiring a Senior Account Management Specialist on a permanent basis on our Energy Sales & Marketing team. This position is a hybrid opportunity with preference for candidates located in Saskatoon, SK. Join our Energy Sales &...Permanent employmentContract workTemporary workLocal areaWork from home
- ...About The Role We're looking for a highly detail-oriented Home Care Billing Specialist to join our growing team supporting a leading home care organisation in California, USA. This role is ideal for someone who enjoys working with numbers, reviewing data for accuracy...Long term contractFull timeRemote workHome officeShift work
$299.7k - $400.46k per year
This Job has been imported from the National Job Bank. For more information please click the link to view the job on the National Job Bank. Skills and Abilities Work setting - Hospital (staff position) - Willing to relocate Certificates, licences, memberships,...Full timeRelocationDay shift- ...knowledge to discuss management options, actively involving patients and carers to create an individualised plan of care. Acts as a specialist resource for patients, carers and staff, liaising with internal and external agencies to achieve optimum, holistic patient care....Permanent employmentFull timeMonday to fridayFlexible hoursShift work
- Typically responsible for Store operational tasks in duty. Core Responsibilities Tasks will be assigned by floor leader in duty. Ensure a signature experience for every guest that visits our LEGO stores by greeting every guest in your location, performing all cash register...Part timeLocal areaImmediate start
- ...Junior Product Specialist - Mercedes-Benz Saskatoon Mercedes-Benz Saskatoon is seeking a motivated Junior Product Specialist to join our Sales Team. This entry-level position is ideal for someone looking to build a career in automotive sales while gaining hands-on experience...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Specialist. Be the first to apply!
Related searches
- spécialiste service client Saskatoon, SK
- member engagement specialist Saskatoon, SK
- spécialiste talent Saskatoon, SK
- order management specialist Saskatoon, SK
- solution specialist Saskatoon, SK
- building performance specialist Saskatoon, SK
- public health specialist Saskatoon, SK
- access control specialist Saskatoon, SK
- visual specialist Saskatoon, SK
- disability specialist Saskatoon, SK