Insurance Specialist - Partner - Affinity Financial Strategies

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.

What You’ll Do

• Lead client conversations and close insurance opportunities through consultative

advice

• Design and present customized insurance strategies tied to client goals

• Generate new business through referrals and partner channels

• Collaborate with retail, business, and agriculture teams to uncover opportunities

• Manage applications from submission through policy issue

• Deliver confident, compliant advice while building long-term client trust

What You Bring

• Life & A&S Insurance licenses (Saskatchewan)

• 5+ years of proven life insurance sales success

• Strong prospecting, relationship-building, and closing skills

• Confidence working independently in a virtual, results-driven environment

• Tech-savvy with financial planning tools and MS Office

• CFP®, PFP®, or QAFP® (an asset)

What’s In It for You

• Competitive base salary plus commission

• Established client base and referral flow

• Comprehensive benefits and ongoing professional development

• Supportive, entrepreneurial, relationship-focused culture

Ready to deliver trusted advice and make a meaningful difference in clients’

financial lives?

Applications are reviewed starting March 31, 2026 and will remain open until filled.

** Affinity Financial Services is a program provided by Aviso Insurance Inc. offering

financial planning, life insurance and investments to members of credit unions and their

communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under

license by Aviso Insurance Inc.