Digital Wealth Specialist
Innovation Credit Union
📍 Regina, Saskatchewan, Canada
Job Description
Job Details
Description
Digital Wealth Specialist
Open to any Innovation Advice Centre Location- Preference within Regina, SK
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