Manager, Wealth Strategies

Affinity Credit Union; Saskatchewan; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health and dental benefits

Pension and health spending account

Vacation time and personal days

Job summary

Affinity Credit Union seeks a Manager, Wealth Strategies to oversee sales, service and advice delivery within Affinity Wealth Management. You will lead wealth planning, coach leaders, and drive the growth of the Wealth portfolio while ensuring an outstanding member experience.

You will manage a team, use performance metrics, and collaborate with multiple channels to translate strategy into action and improve overall outcomes for members and the organization.

Qualifications

• Post-secondary diploma or degree in a related field.
• Advanced understanding of Affinity Credit Union’s business objectives and divisional operations.
• Advanced knowledge of financial planning, wealth strategies, investment solutions, advice centre operations, and financial products and services.
• Industry leading sales ability in growing a book, achieving targets, referrals, and building a pipeline with a member-centric approach.
• Ability to lead, engage and coach employees, set clear expectations, review progress and provide guidance.

Responsibilities

• Oversees practice management, sales coaching and serves as a sales development resource to Wealth Specialist/Investment Specialist roles to deliver member experience, drive sales, grow the portfolio and deepen relationships.
• Leads a team responsible for the growth of the organizational Wealth portfolio including new member growth using metrics and standards.
• Demonstrates understanding of financial planning concepts and coaches use of wealth planning software and creation of financial plans.
• Supports implementation of Wealth Strategies through market segmentation and product decisions; translates priorities into actionable plans.
• Collaborates across channels and org units to integrate Wealth, Contact Centre, Advice Centres and Business Advisory to add value to members.

Skills

Sales leadership

Wealth management

Financial planning

Team coaching

Performance metrics

Cross-functional collaboration

Education

Post-secondary degree in related field

Job description

af-fin-i-ty (noun):

• A natural compatibility
• the name on our doors

Working for Affinity means being part of a member‑owned financial institution. As a cooperative, we’re purpose‑driven, shaping and strengthening the communities we call home. It’s not just meaningful work, it’s smart, sustainable business. Our team of more than 850 professionals supports a thriving membership of over 145,500 individuals across Saskatchewan, backed by $11.7 billion in managed assets. That scale and the trust behind it positions Affinity as a leading financial partner for Saskatchewan residents.

Joining the Affinity team means you’ll be part of Affinity’s growing success and you can feel good about the important role your organization plays in your local community. Visit our website to learn more about Affinity Wealth Management.

We’re looking for a Manager, Wealth Strategies, to oversee sales, service, and advice delivery activities along with the performance of Affinity Wealth Management. This role will be responsible for providing leadership for effective sales, business development, employee development, and execution of Wealth priorities. They will focus on overall quality of the member experience, sales management, and coaching for sales, service, and advice specific to Wealth solutions.

What You’ll Do

• Oversees practice management, sales coaching and serve as a sales development resource to the Wealth Specialist and/or Investment Specialist roles to deliver remarkable member experience, drive sales, grow the portfolio, and deepen member relationships.
• Leads a team responsible for the growth of the organizational Wealth portfolio including new member growth, by utilizing metrics, performance indicators and Wealth business practice standards.
• Demonstrates an advanced understanding of financial planning concepts and coach leaders to the use of wealth planning software and the creation of financial plans.
• Supports implementation of Wealth Strategies through market segmentation approaches and product decisions; provides leadership and guidance to translate strategic priorities into actionable plans.
• Collaborates across channels and org units, ensuring seamless integration and flow of work between Wealth teams, Contact Centre, Advice Centres, and Business Advisory to add value to members.

What You’ll Get

• The support to grow in your career with opportunities to advance
• A competitive salary and total rewards package including health and dental benefits, pension and health spending account
• Vacation time, personal days off and a paid volunteer day so you can maintain a healthy life/work balance
• A referral bonus when you scout great talent and they’re hired to join our team

What You’ve Got

• Post-secondary diploma or degree in a related field, plus 7 years of related experience or an equivalent combination of education and experience
• Advanced understanding of Affinity Credit Union’s business objectives and divisional business operations
• Advanced knowledge of financial planning, wealth strategies, investment solutions, advice centre operations, and financial products and services
• Industry leading sales ability in growing a book, achieving targets, making referrals, and building a pipeline using a member centric approach
• Ability to lead, engage, and coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable to achieve member centric outcomes

Posting Close Date: October 12, 2026.