Wealth Strategies Team Lead at Affinity

Location: Leduc

Elevate member financial futures as the Wealth Strategies Team Lead at Affinity, a cooperative that's purpose-driven and community-focused. This leadership position combines coaching, strategy, and sales to deliver consistent wealth experiences.

As a Wealth Strategies Team Lead, you will spearhead a team of financial professionals dedicated to securing the financial well-being of members. You’ll oversee compliance functions, supervise mutual funds compliance, and manage wealth strategy administration. Expect to grow the Wealth portfolio, identify new opportunities, and collaborate with peers to enhance the member experience effectively.

Key Responsibilities:

• Grow the wealth portfolio through member acquisition

• Oversee compliance for the Wealth Strategies team

• Manage administrative support for wealth strategies

• Collaborate regionally to share expertise and insights

• Drive member-centric sales outcomes and strategies

Requirements:

• Diploma or degree in a related field with 5 years experience

• Financial Planning Designation (CFP or PFP)

• Proven sales ability in financial services

• Experience leading, engaging, and coaching teams

• Strong understanding of compliance and operational functions

Lead with impact and help members build financial confidence at Affinity.
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