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Wealth Specialist - Jobs in Watrous, SK

Affinity Credit Union
Job LocationWatrous, SK
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

af·fin·i·ty (noun): 1. a natural attraction or feeling of kinship 2. a close connection marked by community of interests 3. the name on our doorsWe want our employees to feel great coming to work. After all, an exceptional employee experience leads to an extraordinary experience for our members. If you have an affinity for working in a place where your achievements are celebrated, then a career with us might be 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 you serve!What you’ll do:

  • Develop and deliver financial plans, investment advice, relationship management, portfolio management and mutual fund expertise
  • Grow assets using sales and service principles and submitting referrals to other specialists
  • Leverage technology to deliver a remarkable member experience and grow and retain business
  • Create member investment strategies and identify opportunities to increase member wallet share
What you’ll get:
  • The support to grow in your career with opportunities to advance
  • A competitive salary plus bonuses for your hard work
  • A total rewards package with health & dental benefits, pension & health spending account
  • Vacation time and personal days off to maintain a healthy life/work balance
  • A referral bonus when you scout great talent & they join our team
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
  • Industry leading sales ability in growing a book, achieving targets and building a pipeline using a member centric approach
  • Completion of a mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility
How to throw your hat in the ring:
  • Forward your cover letter and resume to careers@affinitycu.ca or drop them off at any Affinity Credit Union location
We can’t wait for you to fully unbank yourself and join the Affinity team!Learn about Affinitys Total Rewards, and see what its like Working Here.Quick Apply
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