[Hiring] Investment Specialist @Affinity Credit Union

Role Description

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!

• 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.

Qualifications

• 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.

Requirements

• 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.

Benefits

• 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.
• 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.