About this role
Digital Wealth Specialist at Innovation Federal Credit Union. Location: Regina or Saskatchewan. Role: providing advice, building relationships, growing business Requirements: Post-secondary education in finance/business (or equivalent), 3+ years related experience, registered to sell mutual funds, Investment Funds Course required (or willingness), CFP/CIM an asset, strong digital literacy and Microsoft 365 skills, ability to travel regionally. Category: Sales Seniority: Mid Level Tools: Microsoft Excel, Microsoft Teams, Microsoft Viva, Microsoft Power Automate, Microsoft Power BI Certifications: mutual funds registration, investment funds course, cfp, cim Commitment: Full Time Workplace: Onsite Languages: English