About this role

af-fin-i-ty (noun):

1. a natural compatibility
2. 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