Wealth Specialist

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, delivering expert advice, and creating long‑term value for our members and our organization.

What you’ll do:

Grow our members wealth through holistic financial planning, investment advice, and portfolio management to members with increasingly complex financial needs

• Manage member relationship and 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 provincially regulated pension plan and health spending account
• Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance
• 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
• Experience in providing expert financial planning advice, as well as providing quality member‑centric referrals to other financial solutions experts
• 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