Occupation Types: Wealth Management/Investment Services

Investment Advisor

At Unity Credit Union, we’re committed to helping our members achieve financial success while strengthening the communities we serve. We are seeking an experienced Investment Advisor to join our team and help grow and manage our wealth management business through Aviso Wealth.

We are particularly interested in speaking with experienced, CIRO-registered Investment Advisors who are looking to grow their practice in a relationship-focused environment and help shape the future of wealth management at Unity Credit Union and Aviso Wealth.

Position Description: Reporting to the Manager of Member Experience, you will:

  • Manage and grow a portfolio of member investment relationships.
  • Maintain compliance with CIRO regulations and applicable industry standards.
  • Provide advice on registered and non-registered accounts, mutual funds, managed solutions, fixed income products, and other investment offerings available through Aviso Wealth and Unity Credit Union.
  • Conduct portfolio reviews and proactive investment planning discussions.
  • Identify opportunities to deepen member relationships and provide tailored financial solutions.
  • Work collaboratively with staff and leadership to generate referrals and deliver coordinated member experience.
  • Build new business through networking, community involvement, and relationship development.

Compensation: Unity Credit Union offers a competitive compensation package that includes salary, incentive opportunities, and a comprehensive benefits program. In addition, employees enjoy a matched pension plan, group benefits (health, dental, life, disability, and critical illness insurance), paid community involvement opportunities, and professional development support. Compensation will be commensurate with qualifications, experience, and licensing.

Education & Experience: We are seeking a candidate with current CIRO registration through a CIRO-regulated dealer, or the ability to obtain registration within an agreed-upon timeframe. The ideal candidate will have experience providing investment advice, conducting portfolio reviews, and building strong client relationships. A post-secondary diploma or degree in Business, Finance, Financial Planning, or a related field, or an equivalent combination of education and experience, is required. Strong communication, relationship-building, and member service skills are essential.

Familiarity with Aviso Wealth platforms and processes, as well as working knowledge of DNA and Microsoft Office applications, would be considered assets.

The Credit Union: Unity Credit Union is a growing Saskatchewan credit union with a strong reputation for relationship-based banking, local decision-making, and personalized financial advice. We are committed to helping our members achieve financial success while supporting the long-term prosperity of the communities we serve.

If you are an experienced investment professional who is passionate about providing trusted financial advice and helping members achieve long-term financial success, we would like to hear from you!

Applications will be accepted until October 18, 2026.

Submit your resume and any supporting documentation to:

Rachel Davey, Human Resources Coordinator
Email: rachel.davey@unitycu.ca

We thank all applicants for their interest; however, only those selected for further consideration will be contacted.

The successful candidate will be required to meet fidelity bonding requirements, including declaration of work history, completion of reference checks, a criminal record check, and a credit check.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. The Managed Portfolios are distributed by Aviso Wealth. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

Wealth Services Associate (Regina)

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future.  We now have a career opportunity for a Full-Time Wealth Services Associate, located in Regina.

 

As the Wealth Services Associate, you will be….

Providing licensed support through a combination of client services, investment administration, account maintenance, and advisory team service and support. This includes:

  • Providing professional support to Investment Advisors and clients by assisting with account administration, new business processing, transfers, documentation, and service requests.
  • Meeting with clients to provide ongoing service, administrative assistance, and guidance on wealth management products and self-directed investment platforms.
  • Processing and monitoring client transactions, including trades and account transfers while ensuring accuracy and timely completion.
  • Communicating with a variety of external organizations to support client requests, resolve issues, and facilitate account administration activities.
  • Identifying opportunities to strengthen relationships through referrals and promotion of TCU Wealth Management products and services.
  • Supporting business development initiatives by participating in networking, client education and community events.
  • Supporting and fulfilling all compliance responsibilities while ensuring professional conduct and adherence to industry regulations and organizational policies.

 

As the Wealth Services Associate, you are ….

  • Knowledgeable in wealth management products and services, financial planning concepts, administrative processes and evolving regulatory and legislative requirements.
  • A relationship focused individual who builds trust with existing and prospective clients and colleagues through exceptional service and a personable approach.
  • A collaborative team player who works closely with advisors and internal partners to deliver solutions that address client’s unique financial needs.
  • A strong communicator with well-developed skills for interacting with clients and colleagues in a positive and sincere manner, especially during negative and adverse situations.
  • Committed to continuous learning and professional growth, with a passion for expanding your knowledge and contributing to the delivery of holistic wealth solutions.

 

If you are motivated by the thought of this challenge ….

And can demonstrate success through 2-3 years of sales experience, preferably in a wealth management or financial institution environment, along with having successfully completed the Canadian Investment Regulatory Exam (CIRE), and/or QAFP, then this position may be for you!

 

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people.  For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members.  We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

 

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us! 

The deadline for this career opportunity is Monday, September 14, 2026.

Wealth Services Associate (Saskatoon)

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future.  We now have a career opportunity for a Full-Time Wealth Services Associate, located in Saskatoon at our Stonebridge Advice Centre.

 

As the Wealth Services Associate, you will be….

Providing licensed support through a combination of client services, investment administration, account maintenance, and advisory team service and support. This includes:

  • Providing professional support to Investment Advisors and clients by assisting with account administration, new business processing, transfers, documentation, and service requests.
  • Meeting with clients to provide ongoing service, administrative assistance, and guidance on wealth management products and self-directed investment platforms.
  • Processing and monitoring client transactions, including trades and account transfers while ensuring accuracy and timely completion.
  • Communicating with a variety of external organizations to support client requests, resolve issues, and facilitate account administration activities.
  • Identifying opportunities to strengthen relationships through referrals and promotion of TCU Wealth Management products and services.
  • Supporting business development initiatives by participating in networking, client education and community events.
  • Supporting and fulfilling all compliance responsibilities while ensuring professional conduct and adherence to industry regulations and organizational policies.

 

As the Wealth Services Associate, you are ….

  • Knowledgeable in wealth management products and services, financial planning concepts, administrative processes and evolving regulatory and legislative requirements.
  • A relationship focused individual who builds trust with existing and prospective clients and colleagues through exceptional service and a personable approach.
  • A collaborative team player who works closely with advisors and internal partners to deliver solutions that address client’s unique financial needs.
  • A strong communicator with well-developed skills for interacting with clients and colleagues in a positive and sincere manner, especially during negative and adverse situations.
  • Committed to continuous learning and professional growth, with a passion for expanding your knowledge and contributing to the delivery of holistic wealth solutions.

 

If you are motivated by the thought of this challenge ….

And can demonstrate success through 2-3 years of sales experience, preferably in a wealth management or financial institution environment, along with having successfully completed the Canadian Investment Regulatory Exam (CIRE), and/or QAFP, then this position may be for you!

 

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people.  For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members.  We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

 

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us! 

 The deadline for this career opportunity is Monday, September 14, 2026.

Digital Wealth Specialist

Digital Wealth Specialist

Open to any Innovation Advice Centre Location- Preference within Regina, SK

Salary: $64,000 – $76,000 annually

This position is integral to the Wealth Services function at Innovation Federal Credit Union, responsible for delivering personalized investment advice and solutions to members through digital channels. As a key contributor within the Wealth team, you will play a critical role in growing member relationships, enhancing investment portfolios, and supporting the organization’s digital-first strategy.

You’ll bring a strong relationship-focused and analytical mindset, translating member goals, financial insights, and market trends into tailored investment strategies that align with individual objectives, risk tolerance, and regulatory expectations.

What you’ll do

  • Build and maintain strong relationships with members by providing investment advice and solutions through digital platforms (e.g., phone, virtual channels)
  • Identify member needs by analyzing financial situations, investment portfolios, and life stage goals, and recommend appropriate investment and retirement solutions
  • Develop individualized portfolio plans, including diversification strategies that align with member objectives and risk tolerance
  • Deliver a high level of service and advice on investment products, including supporting digital and robo-advisor platforms in partnership with Consumer Advisors
  • Grow business by fostering new relationships and expanding existing member portfolios through proactive outreach and business development
  • Conduct regular client reviews and ongoing follow-ups to ensure member needs continue to be met and portfolios remain aligned with goals
  • Collaborate cross-functionally with retail and wealth teams to support overall corporate objectives and integrated member experiences
  • Provide education and guidance to internal teams on investment products, processes, and digital wealth solutions to enhance capability and service delivery
  • Monitor market conditions and economic trends to inform recommendations and support sound investment advice
  • Ensure compliance with all regulatory requirements, policies, and risk management practices in all investment activities
  • Contribute to continuous improvement initiatives, digital adoption, and innovation within the Wealth Services function
  • Must have the ability to travel to and cover regionally as required.
    • Innovation’s Travel Practice Guidelines will be followed.

Community Engagement:

A successful candidate must be willing to go out into the community to build relationships and grow their book of business. As these are new markets for Innovation, your ability to connect with potential members and establish trust will be essential to your success.


Qualifications:

  • Have completed post-secondary education in Finance, Business Administration, or a related field plus 3-5 years job related experience; or an equivalent combination of education and experience.
  • Registered to sell mutual funds.
  • Completion of the Investment Funds Course (or willingness to obtain) is required
  • Industry certifications such as CFP or CIM would be an asset.
  • Proven experience in financial services, investment advising, or wealth management.
  • Strong analytical, communication, and interpersonal skills.
  • Proven business development, sales, and service skills. Strong communication skills with the ability to relate well to members and coworkers.
  • Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
  • Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions.
  • Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, Power BI).

ABOUT US

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other Credit Unions? We’ve put in the work to become a federal credit union – just one of three in Canada, to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, “Made in Sask, Built for Canada.”

What sets us apart:

  • Commitment to Community: $1.1 million was given to local organizations last year who are making a difference
  • Strong focus on Diversity and Inclusion: Nearly 26% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace
  • Benefits that start when you do: Our Full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment with IFCU, no waiting period!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honored and respected.

**Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Director, Wealth Management

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future.  We now have a career opportunity for a Director, Wealth Management.  This position requires travel throughout Saskatchewan and offers flexible work arrangements, with the ability to work from both the office and remotely.

As the Director, Wealth Management, you will….

Provide strategic leadership and direction for TCU Financial Group’s Wealth Management division, ensuring alignment with TCU’s values, organizational strategy, and the evolving needs of our members. You will be responsible for driving performance, growth, and the long-term sustainability of the Wealth Management business while leading and supporting a high performing team.  This includes:

  • Cultivating a constructive culture by promoting teamwork, positive collaboration and shared success across the Wealth Management team and the organization.
  • Fostering an environment that encourages professional development, innovation, and responsiveness to changing member needs and industry trends.
  • Ensuring strong regulatory compliance, including effective risk management practices and adherence to all applicable financial regulations and internal policies.
  • Driving strategic growth while sustaining strong and collaborative relationships throughout TCU and with our external business partners.

 

As the Director, you are ….

  • A dynamic mentor and leader of people able to promote a highly accountable and value aligned team, capable of critical thinking in applying a holistic, member-centric approach.
  • A strong communicator with the ability to operate across business boundaries to create commitment in realizing TCU’s vision and mission.
  • Passionate about encouraging and coaching employees to achieve results beyond the ordinary with the ability to individualize the approach.
  • Able to build a cohesive team environment, fostering trust and collaboration while guiding the team through challenges and change.

 

If you are motivated by the thought of this challenge ….

And can demonstrate success through 10 years of proven experience in the financial industry, with a minimum of 5 years in a Wealth Management role and 5 years of senior leadership experience, then this exciting opportunity to help shape our future might be for you!

 

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people.  For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members.  We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

 

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

 

Thank you for your interest in exploring your future with us!  

 

The deadline for this career opportunity is April 6, 2026.

Wealth Management Advisor (Lambton County Region)

About Us:

We are a dynamic and growing credit union with 10 locations across Southwestern Ontario, committed to providing exceptional financial services to our members.

We believe we have the best team in the business due to our leadership philosophy of excellence, and team development. With our full spectrum of investment, credit, and general banking instruments, our team can build the solution that is best for our customers; and since our customers are also our shareholders, this will always be our business objective!

 

Mainstreet Credit Union is actively seeking a Wealth Management Advisor to join our team!

 

Why Join Our Team?

At Mainstreet we believe in investing in you – whether it is our employees or our incredible members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our members.

 

Mainstreet offers its employees:

  • Work-life balance and flexible work arrangements
  • Opportunities for training and advancement
  • Generous salary, vacation and benefits (Mainstreet is a Living Wage employer)
  • Opportunity to work at a values-based cooperative

 

Our Values:

Personalized: High quality personalized advice with flexible solutions.

Supported: Highly responsive through empowered professionals.

Known: Meaningful impact and connected to community.

Easy: Easy and in the way our members prefer.

 

The Role:

Salary Range: $63,703 to $79,628, (commensurate with experience and qualifications)

Total Target Compensation: $79,628.75 to $99,535.00 (TTC includes salary and potential variable compensation; variable compensation is based on 100% achievement* of targets)

Note: *Variable compensation potential maximum is 150% of target

Preferred Qualification: The Certified Financial Planner (CFP) designation is considered a strong asset. Preference will be given to candidates who hold the designation or are actively working toward completion. The successful candidate will be required to obtain the licence within twelve (12) months of employment.

Location: Sarnia, serving the Lambton County Region

 

Job Function: 

The primary role of the Wealth Management Advisor is to deliver comprehensive financial planning and advice to new and self-sourced Mainstreet members, focusing on mutual fund investment solutions. Their sales initiatives must align with the company’s vision, mission, and strategic objectives.

Within the organization, the Wealth Management Advisor collaborates closely with the retail branch network and the commercial lending division. This teamwork ensures a cohesive approach to member consultations, providing effective mentorship and coaching on wealth management products, services, and strategies, which in turn generates a consistent flow of member referrals.

In the community, the Wealth Management Advisor actively enhances Mainstreet’s reputation by engaging in local activities, establishing the company as a trusted and professional choice for wealth management and banking services. This engagement fosters new relationships and strengthens existing ones.

The position demands an in-depth knowledge of financial planning, mutual funds, market trends, and competitive dynamics within the industry.

Major Duties and Responsibilities: 

  • Conduct thorough analyses to pinpoint member needs and utilize financial planning tools to craft tailored recommendations that promote holistic advice and mutual fund sales, aiming to help members meet their financial goals.
  • Proactively participate in member interactions to discover additional opportunities for products and services, and strategically refer members to relevant departments to enhance member engagement, increase wallet share, and cultivate profitable new relationships.
  • Collaborate with retail and commercial advisory staff to meet growth objectives as outlined in the credit union’s strategic plan.
  • Prioritize member objectives in sales processes, ensuring they are valued above sales targets.
  • Actively pursue referral opportunities from Mainstreet staff, current members, and external sources to expand business reach.
  • Assist in developing and implementing community-focused business development plans. Drive the sales management process through external outreach, in-branch promotions, and other initiatives to grow the member base.
  • Organize and lead financial planning seminars and contribute to blog and vlog content to educate and engage the community.
  • Adhere to established guidelines by following all policies and procedures and conducting duties in an ethical manner.
  • Fulfill additional responsibilities and perform other duties as assigned.

 

Skills & Qualifications: 

  • Certified Financial Planner (CFP®), Qualified Associate Financial Planner (QAFP™), or Personal Financial Planner (PFP®) designation
  • MFDA licensed or licensable
  • Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset
  • Exhibit outstanding interpersonal skills by being approachable, trustworthy, adaptable, and committed to excellence in both work and customer service.
  • Demonstrate proficiency in relationship management and sales, with a proven ability to discern member needs and provide suitable solutions.
  • Possess a solid understanding of the investment industry, including current trends, markets, and products.
  • Show a strong results-oriented approach in both sales and service to drive performance outcomes.
  • Leverage technology effectively to enhance productivity and streamline operations.
  • Display proven skills in networking, relationship building, client acquisition, and asset gathering, essential for expanding client bases and increasing assets under management.
  • Possess superior sales skills, including active listening, identifying business opportunities, persuasive influencing, negotiating, and closing deals.
  • Offer outstanding communication and presentation skills, capable of engaging and influencing diverse audiences.
  • Ability to operate independently with minimal supervision, demonstrating self-motivation and initiative.
  • Commitment to continuous education (CE credits)
  • Proven organizational and time management abilities

 

Join Mainstreet Credit Union and be part of a workplace that values diversity, promotes equity, and fosters inclusion. We actively seek diverse perspectives, ensure equal opportunities for all, and cultivate a culture where every individual feels valued. Our commitment to continuous learning ensures an environment where everyone can thrive.

Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences. Accommodation is available upon request for candidates taking part in all aspects of the selection process.

*Note: This posting is for an open vacancy. Application compatibility assessed with AI.

Branch Business & Agriculture Advisor

Do you have a passion for helping agriculture and business clients in our communities succeed? This is your opportunity to partner with some of our most diverse and dynamic members, delivering forward-thinking, personalized advice and tailored financial solutions to meet their goals. 

 As a Branch Business/Ag Advisor, your focus is on Synergy’s business and agriculture clients (“members”). Your portfolio consists of members with more complex needs who require innovative and creative lending and deposit solutions to support their operations. In this position, you will get to know the agriculture and commercial markets, cultivate strong relationships, and generate growth by acquiring new members to Synergy.

This exciting opportunity partners you with agriculture and business members at the branch level providing commercial, agricultural, and consumer lending advice. The role collaborates with the Business & Ag Financial Centre and the Wealth Team when required to meet the broader and more involved financial needs of these valued members.

Are you ambitious, influential, and organized?

Do you have broad lending experience with a desire to focus in business & agriculture?

You are responsible for:

  • Meeting with members to understand their business goals and advise on lending and other financial solutions,
  • Identifying opportunities to successfully meet members’ needs, planting seeds for future products and services, and following up in a timely manner,
  • Promoting retail products such as loans, mortgages, investments, mutual funds, credit cards, and account packages,
  • Granting credit and managing a portfolio of members,
  • Engaging in marketing and outreach activities to deepen existing relationships and proactively seek out new business opportunities and new members to grow the business,
  • Collaborating with internal teams to deliver strong results for clients, and
  • Completing activities aligned with legislation and Synergy’s policies and procedures.

You and your experience:

  • You have related post-secondary education (i.e., a Diploma or Degree) with 5 years of related experience. An equivalent combination of education and experience may be considered.
  • Credit union industry experience would be considered an asset.
  • You are competent in all areas of Consumer, Business and Agricultural lending.
  • Previous experience in sales while working with goals, strong closing and referral techniques, and pipeline development Is desired,
  • Strong relationship and business development skills are conducive to creating and maintaining a sales pipeline,

Submit your cover letter and resume to careers@synergycu.ca, referencing competition #256103 in the subject line.

More details:

  • Status: Permanent, full-time
  • Salary: $70,408 – $88,011 per annum
  • Location: Macklin Service Centre. Flexible hybrid (3 days on-site) may be negotiable.
  • Hours: Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Must have the flexibility to work outside regular hours for travel, events, and member meetings.
  • Travel: Travel is a requirement; successful candidate must have access to reliable transportation.

 

What do we offer?

  • Investment in your professional development and career growth
  • Benefits and Pension
  • Competitive salary
  • Preferred rates on our products and services
  • Community involvement and volunteer opportunities

 

A little more about us:

Synergy Credit Union is a people-inspired credit union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 30,000 members and have reached over $2.8 billion in assets under management.

We were named one of Saskatchewan’s Top Employers for the 8th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will undergo a bonding process that includes a criminal record check and credit check.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

RETIREMENT AND PENSION ADVISOR (CERTIFIED FINANCIAL PLANNER(R))

Join CSS Pension Plan – one of Canada’s largest and most innovative DC pension plans

CSS Pension Plan is seeking a Certified Financial Planner® (CFP®) Professional to join our Member Experience Department. This role is ideal for a financial planning professional who is passionate about retirement income strategies, pension education, and member engagement.

Grow with Us at CSS Pension Plan

Founded in 1939 and headquartered in Saskatoon, Saskatchewan, the Co-operative Superannuation Society (CSS) administers one of Canada’s oldest and largest defined contribution (DC) pension plans. With $5 billion in assets, CSS serves over 300 employers and 57,000+ members – including 9,000 retirees receiving lifetime and/or flexible pensions – across the co-operative and credit union sectors nationwide. CSS also proudly administers a defined benefit pension plan.

We’re a member-first, values-driven, and digitally evolving organization. Our national reach is matched by our local care, and our commitment to innovation is grounded in decades of trusted service.

Your Opportunity

We’re looking for a Certified Financial Planner® professional to join our Member Experience Department as a retirement and pension advisor. This role is ideal for someone who thrives in a dynamic environment, values strategic thinking, and is passionate about delivering exceptional member experiences.

As a retirement and pension advisor, you will:

  • Connect with members of all ages to help them make informed pension and retirement decisions.
  • Build and nurture long-standing relationships with participating employers to support their employees and communicate the value of CSS.
  • Mentor and guide colleagues within the Member Experience Department and across CSS.

You’ll support both employee and employer members, playing a key role in our advisory and employer services programs.

What you will do

You’ll support both employee and employer members by:

  • Lead member consultations (virtual and in-person), offering personalized, unbiased retirement income planning advice.
  • Support members using CSS tools and resources, tailored to their financial history, goals, and pension provisions.
  • Manage escalated inquiries, identify risks and trends, and recommend solutions to enhance member experience.
  • Contribute financial and pension expertise to internal initiatives, including tools, policies, and technology enhancements.
  • Develop and deliver educational content – articles, videos, presentations, and workshops.
  • Provide similar support to prospective and current employer members.
  • Travel occasionally across Canada to deliver services and build relationships.
  • Embody our “Peaks of Collaboration”: Respect, Commitment, and Communication.

What You Bring

  • Certified Financial Planner® designation in good standing.
  • 7+ years of experience in financial planning, wealth or retirement services.
  • University degree in business administration, commerce, or human resources.
  • Experience developing customized financial plans and deep knowledge of DC/DB pensions, estate planning, taxation, and wealth management.
  • Superior relationship-building and communication skills.
  • Ability to explain complex financial concepts with clarity and empathy.
  • Strong organizational and time management skills.
  • Analytical mindset with the ability to identify trends and member needs.
  • Proficiency in Microsoft Office and pension/member databases.
  • Appreciation for co-operative values and a collaborative work culture.
  • A strong desire to learn and contribute to a culture of teamwork and development.

A combination of equivalent education, training, and experience may be considered.

Why CSS?

We offer:

  • A collaborative, inclusive, and purpose-driven workplace.
  • Competitive salary and variable compensation.
  • Comprehensive benefits package.
  • Participation in the CSS Pension Plan.
  • Flexible work-life balance options.
  • Paid flex time and volunteer time.
  • Professional development and career growth opportunities.
  • The chance to make a meaningful impact on members’ lives.

This position is open to qualified individuals residing in Saskatchewan. While on-site work in Saskatoon is preferred, remote arrangements within the province will be considered for the right candidate.

How to Apply:

Send your resume and cover letter (including salary expectations) to:

CSS Pension Plan

Attn: Director, Member Experience

Email: hr@csspension.com

Competition closes: October 31, 2025

(The position may be filled sooner)

Applicant information is collected and maintained pursuant to CSS’ Privacy Policy (please see the website for more details).  Background checks will be completed on successful candidates.

We thank all applicants for their interest. However, only those applicants selected for an interview will be contacted.

Wealth Specialist

Wealth Specialist

Permanent-Full Time

Regina, SK

We’re looking for a Wealth Specialist to join our team! This position is integral to the function of our organization, playing a key role in helping members achieve their financial goals through personalized investment and wealth management solutions. This role is ideal for someone passionate about building relationships, delivering expert advice, and growing their book of business in new and emerging markets. The key responsibilities for this role include:

  • Provide tailored financial planning and investment advice to members.
  • Develop and maintain strong relationships with clients to understand their evolving financial needs.
  • Collaborate with internal teams to deliver holistic wealth solutions.
  • Actively seek opportunities to grow your client base through referrals, networking, and community engagement.
  • Maintain up-to-date knowledge of financial products, market trends, and regulatory requirements.
  • Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole.
  • Must have the ability to travel to and cover regionally as required.
    • Innovation’s Travel Practice Guidelines will be followed.

Community Engagement

A successful candidate must be willing to go out into the community to build relationships and grow their book of business. As these are new markets for Innovation, your ability to connect with potential members and establish trust will be essential to your success.


Qualifications:

  • Have completed post-secondary education in Finance, Business Administration, or a related field plus 3-5 years job related experience; or an equivalent combination of education and experience.
  • Mutual fund licensing
  • Industry certifications such as CFP or CIM would be an asset.
  • Proven experience in financial services, investment advising, or wealth management.
  • Strong analytical, communication, and interpersonal skills.
  • Proven business development, sales, and service skills. Strong communication skills with the ability to relate well to members and coworkers.
  • Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
  • Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions.
  • Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, PowerBI).

ABOUT US

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other Credit Unions? We’ve put in the work to become a federal credit union – just one of three in Canada, to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, “Made in Sask, Built for Canada.”

What sets us apart:

  • Commitment to Community: $1.1 million was given to local organizations last year who are making a difference
  • Strong focus on Diversity and Inclusion: Nearly 26% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace
  • Benefits that start when you do: Our Full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment with IFCU, no waiting period!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honored and respected.

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