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Affinity Credit Union

Wealth Operations Team Lead

SK, Canada

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Applications open in a new tab.

Job details

Experience: Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience
Posting language: English
Posted: Oct 2, 2026

Original 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 Wealth Operations Team Lead to provide leadership for Affinity Wealth Management operations, first-line compliance controls, and administrative support functions within the Affinity Wealth Management business. This role will proactively manage operational activities and dealer-delegated supervisory responsibilities, ensuring dealer, regulatory, and organizational requirements are implemented, communicated to impacted parties, and followed.

What you’ll do

Leads employees responsible for Affinity Wealth Management operations, dealer-delegated compliance activities, and administrative support functions, ensuring effective service delivery, operational effectiveness, and accountability.
Oversees Wealth processing, mutual fund administration, and related administrative functions, ensuring accurate and timely completion of transactions, documentation, registered plan activities, and resolution of escalated operational issues.
Acts in the dealer-delegated capacity of Branch Compliance Manager (or equivalent supervisory role), ensuring adherence to dealer, regulatory, and internal compliance requirements across the Affinity Wealth Management business.
Oversees operational systems, workflows, and administrative processes supporting the Wealth business, ensuring employees have appropriate tools, access, resources, and support to effectively deliver Wealth services.
Ensures employees have the information, resources, tools, and guidance required to understand and fulfill their responsibilities within the Wealth business
Provides leadership and direction to employees responsible for first-line wealth compliance activities, ensuring audit findings, compliance requirements, and identified deficiencies are addressed in a timely manner.

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 3 years of related experience or an equivalent combination of education and experience
Intermediate understanding of Affinity Credit Union’s business objectives and divisional business operations
In-depth knowledge of wealth operations, administrative processes, mutual fund requirements, and first-line compliance obligations
Ability to conduct and use leading practice research to create, implement, and revise innovative processes
Ability to lead, engage, and coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable

So, what do you think? Does it sound like you’re a fit for this role? Throw your hat in the ring!

This position requires the submission of your Resume and Cover Letter stating how you meet the required qualifications in your application prior to the closing date of the position.

Posting Close Date: October 18, 2026.

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More about this job

Responsibilities

The Wealth Operations Team Lead provides leadership for wealth management operations, ensuring effective service delivery and administrative support. This role also acts as a Branch Compliance Manager to ensure adherence to dealer and regulatory requirements.

Requirements

Candidates must possess a post-secondary diploma or degree in a related field along with at least 3 years of relevant experience. Strong knowledge of wealth operations, mutual fund requirements, and compliance obligations is required.

Skills

Leadership
Wealth operations
Compliance management
Mutual fund administration
Supervisory skills
Operational effectiveness
Process improvement
Staff coaching
Regulatory compliance
Administrative support
Transaction processing
Audit findings management
Workflow management
Financial services
Risk management

Benefits

Health benefits
Dental benefits
Pension
Health spending account
Vacation time
Personal days off
Paid volunteer day
Referral bonus

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Operations
Compliance
Mutual Funds
Supervision
Financial Institution
Branch Compliance Manager
Administration
Audit
Regulatory Requirements
Leadership
Coaching
Process Improvement
Credit Union
Wealth Operations

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