Posted 14 days ago
Investment Specialist
@ Affinity Credit Union
Saskatoon, Saskatchewan
Overview
Affinity Credit Union is hiring an Investment Specialist in its virtual Affinity Wealth Management team. The role delivers financial planning, investment advice and portfolio reviews to members by telephone and video, and requires a mutual funds course and sales ability. The posting lists a competitive salary with variable incentive pay, benefits and vacation.
Responsibilities:
- Deliver financial advice and solutions to members by telephone and video
- Assess member needs and provide investment and deposit solutions
- Deliver financial planning, investment advice, portfolio management and review
- Educate members and grow wallet share
Requirements summary:
- Post-secondary diploma or degree in a related field and 2 years of related experience
- Completion of a mutual funds course (CSC, IFIC or equivalent)
- Maintenance of registration eligibility
- Industry leading sales ability with a member-centric approach
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · dayforce-feed
- Employer posting date
- 2026-10-29
- First seen by our source
- 2026-10-30
- Source record updated
- 2026-10-30
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business development |
| Experience | 2+ years |
| Travel | air: none · ground: none |
| Work setting | Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | CSC, IFIC mutual funds course, Mutual fund registration eligibility |
| Education | College diploma (required), Bachelor’s degree (required) |
| Perks mentioned | Generous paid time off, Retirement plan, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Affinity Credit Union
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
An Affinity for you!
Full company description
Affinity Credit Union is a locally-owned co-operative that exists for you, our members and the communities we serve. As a full-service financial institution, you can feel good knowing that you have access to products and services that can help you navigate any stage of life. Whether you're opening your first bank account or simply reconsidering the options for your finances, you can count on us for sound financial advice and the latest technology to make your banking personalized and convenient. As a member, you have access to a full suite of products and services to fit your life. By investing your money in Affinity Credit Union, you become part of the economic engine that powers your communities and the entire province of Saskatchewan. Because of your deposits at Affinity, we are able to lend out funds to a young family so that they may purchase their first home or assist a farmer in your community with expanding his business. And our employees are members too! They’re supported to grow and develop their careers through learning and education opportunities that help them move their way through the organization to greater responsibilities or more finely tuned disciplines. Working for Affinity can be so much more than a pay cheque every two weeks. You’ll be rewarded with employee benefits that keep you healthy, keep you learning and get you motivated. Now that's something you can feel good about!
- LinkedIn followers
- 10,555
- People associated on LinkedIn
- 628
- Reported office locations
- 902 7th Ave N, Saskatoon, Saskatchewan S7K 3P4, CA
- Business categories
- Service Industry
- Banking
- Financial Services
- Other recorded names
- Affinity Credit Union
- Specialties
- Financial Services and Community
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Affinity Credit Union is a locally-owned co-operative that exists for you, our members and the communities we serve. As a full-service financial institution, you can feel good knowing that you have access to products and services that can help you navigate any stage of life. Whether you're opening your first bank account or simply reconsidering the options for your finances, you can count on us for sound financial…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 501-1,000 employees |
| Headquarters | Saskatoon, Saskatchewan |
| Organization type | Privately Held |
| Specialties | Financial Services and Community |
| Open jobs on Jobsy | 7 |
| View page |
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 an Investment Specialist to help secure the financial future of our members. You’ll deliver sound financial advice and make personal connections, adding value to our Affinity Wealth Management department and the members you serve!
What you’ll do:
- As a member of this virtual team, you will use digital channels, including telephone and video, to deliver financial advice and solutions to our members
- Assess member needs and provide a range of investment and deposit solutions, referring members to fellow specialists as appropriate
- Deliver foundational financial planning and investment advice, portfolio management and review
- Focus on member education and demonstration, leveraging technology to deliver a remarkable member experience, provide advice, retain business and increase wallet share
What you’ll get:
- On top of the contractual connection (competitive salary, variable incentive pay, and benefits), we offer rewards and experiences that also speak to your experiential and emotional connection to work and to the communities we serve
- Affinity is proud of our remarkable employee experience where employees have support to grow their careers, do what they love, and can be their whole selves at work
- 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
What you’ve got:
- Post-secondary diploma or degree in a related field and 2 years of related experience or an equivalent combination of education/experience
- Completion of a mutual funds course (CSC, IFIC, or equivalent) and maintenance of registration eligibility
- Industry leading sales ability in growing a book, achieving targets and building a pipeline using a member centric approach
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: November 15, 2026
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