Insurance Specialist - Partner - Affinity Financial Strategies

Aviso Wealth

🌍 100% Remote Full-time

Job Description

Affinity Financial Strategies (“AFS”) is looking for a high-performing Insurance Specialist

to help clients protect, grow, and transfer wealth through smart, strategic insurance

solutions. AFS is a wealth management provider offering financial planning, investments,

and insurance to a portfolio of existing clients and members of the credit union and their

communities.

If you thrive in consultative sales, enjoy meaningful client conversations, and want to build

a long-term book of business within a collaborative wealth environment—this role is for you.

Reporting to the Senior Director, Wealth Strategies, you’ll work with existing clients and

referral partners to deliver tailored life, health, and living benefit solutions aligned to tax,

estate, and risk-management needs.

The position is based in Saskatoon, SK, however, preference will be given to candidates located in or near Melfort, SK.

What You’ll Do<...