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, 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