Digital Wealth Specialist

Digital Wealth Specialist

Open to any Innovation Advice Centre Location- Preference within Regina SK

This position is integral to the Wealth Services function at Innovation Federal Credit partnership with Aviso Wealth you will be responsible for delivering personalized investment advice and solutions to members through digital channels. As a key contributor within the Wealth team you will play a critical role in growing member relationships enhancing investment portfolios and supporting the organizations digital-first strategy.

Youll bring a strong relationship-focused and analytical mindset translating member goals financial insights and market trends into tailored investment strategies that align with individual objectives risk tolerance and regulatory expectations.

What youll do

• Build and maintain strong relationships with members by providing investment advice and solutions through digital platforms (e.g. phone virtual channels)
• Identify member needs by analyzing financial situations investment portfolios and life stage goals and recommend appropriate investment and retirement solutions
• Develop individualized portfolio plans including diversification strategies that align with member objectives and risk tolerance
• Deliver a high level of service and advice on investment products including supporting digital and robo-advisor platforms in partnership with Consumer Advisors
• Grow business by fostering new relationships and expanding existing member portfolios through proactive outreach and business development
• Conduct regular client reviews and ongoing follow-ups to ensure member needs continue to be met and portfolios remain aligned with goals
• Collaborate cross-functionally with retail and wealth teams to support overall corporate objectives and integrated member experiences
• Provide education and guidance to internal teams on investment products processes and digital wealth solutions to enhance capability and service delivery
• Monitor market conditions and economic trends to inform recommendations and support sound investment advice
• Ensure compliance with all regulatory requirements policies and risk management practices in all investment activities
• Contribute to continuous improvement initiatives digital adoption and innovation within the Wealth Services function

• Must have the ability to travel to and cover regionally as required.
  • Innovations Travel Practice Guidelines will be followed.

Community Engagement:

A successful candidate must be willing to go out into the community to build relationships and grow their book of business. As these are new markets for Innovation your ability to connect with potential members and establish trust will be essential to your success.

Qualifications:

• Have completed post-secondary education in Finance Business Administration or a related field plus 3-5 years job related experience; or an equivalent combination of education and experience.
• Registered to sell mutual funds.

• Completion of the Investment Funds Course (or willingness to obtain) is required

• Industry certifications such as CFP or CIM would be an asset.
• Proven experience in financial services investment advising or wealth management.
• Strong analytical communication and interpersonal skills.
• Proven business development sales and service skills. Strong communication skills with the ability to relate well to members and coworkers.
• Detail-oriented and risk aware contributing to the safeguarding of our companys assets and reputation.
• Proficient in digital literacy including (but not limited to) critical thinking problem solving and navigation using digital solutions.
• Use and comfortability with a variety of Microsoft 365 applications (Excel Teams Viva Power Automate Power BI).

ABOUT US

Hi! Were Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values Accountability Integrity and Respect and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other Credit Unions Weve put in the work to become a federal credit union - just one of three in Canada to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan but our vision is national or as we like to say Made in Sask Built for Canada.

What sets us apart:

• Commitment to Community: $1.1 million was given to local organizations last year who are making a difference
• Strong focus on Diversity and Inclusion: Nearly 26% of InnovationNation proudly identifies as part of a designated group reflecting our strong commitment to fostering a diverse workplace
• Benefits that start when you do: Our Full-time staff participate in a 7% employer-matched pension plan extended health benefits employee and family assistance program and a staff loan rate. These benefits all start on Day 1 of employment with IFCU no waiting period!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honored and respected.

**Mutual funds and other securities are offered through Aviso Wealth a division of Aviso Financial Inc.

Required Experience:

IC