Digital Wealth Advisor SK

Elevate member investment journeys as a Digital Wealth Advisor at Innovation Federal Credit Union in Regina, SK. Deliver personalized financial strategies through digital channels while enhancing member relationships.

This role within the Wealth Services team focuses on providing tailored investment advice through various digital platforms. Leverage your relationship-building skills to analyze member financial situations, develop customized portfolio plans, and promote financial products. Your proactive outreach will be key in growing existing portfolios and attracting new relationships within the community.

Key Responsibilities:

• Build and maintain strong relationships with members

• Analyze financial situations and recommend investment solutions

• Develop individualized portfolio diversification strategies

• Conduct regular client reviews and follow-ups

• Collaborate with retail and wealth teams to enhance member experiences

Requirements:

• 3–5 years in financial services or wealth management

• Post-secondary education in Finance or related field

• Registered to sell mutual funds

• Strong analytical and interpersonal skills

• Proficient in Microsoft 365 applications

Support member financial journeys with insightful investment advice and a digital-first approach at Innovation Federal Credit Union.
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