EXPLORE YOUR NEXT CHAPTER
Investment Specialist
Affinity Credit Union
Source: Headcount Labs · original listing ↗
Job data: Headcount Labs, ODbL 1.0. Job descriptions belong to their employers.
Source date: 10/30/2026
About this role
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