Specialist Brand and Marketing F/H
3 weeks ago
At Thrive, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice.
We acknowledge that our Thrive offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.
We’re looking for a Wealth Specialist to join our Thrive Wealth Management team in Regina who is passionate about providing new and existing clients with holistic wealth advice and planning. If interested in enhancing and building trusting relationships with members/clients/prospects, then apply for this role today. You’ll work with an experienced team of credit union employees as well as colleagues within the credit union walls to help grow a new book of business with professionalism and integrity at the forefront and taking pride in doing what is right for your clients.
As Wealth Specialist, you will provide expert advice allowing the clients you work with to make informed decisions that align with their risk appetite. Through trusted partnerships with credit unions, you will have access to an established pipeline of prospective members and clients. These partnerships facilitate personal introductions of clients/members whose asset levels or life situations demand wealth advice and planning expertise that isn’t offered by the credit union.
You will focus on internal relationship building both at Thrive and partner Credit Unions to ensure healthy relationships and full pipelines.
Your focus will be on building and maintaining a book of business including:
Building a sustainable existing client book contact plan and providing value of advice to clients.
Building your professional brand and engaging in activities within your centres of influence to add new clients.
Building upon your personal professional development to continue to provide high level expert advice.
You will have the flexibility to set up your practice with access to support that will allow you to focus on advice and planning for your clients and members. This includes access to support and resources for marketing, technology, human resources, office management and property and facilities.
A driven financial services professional, with the ability to provide top-notch advice, solutions, and segmented strategies.
You are results-oriented who can uncover needs and position appropriate solutions to clients.
You can build relationships and reach out to referral networks with ease.
The success of our members relies heavily on the performance and accomplishments of our employees. Preferred rates for all your banking needs helping to make life more affordable.
~ 7% pension matching after one year of employment to support you towards retirement.
We are excited to welcome candidates with combined academic, professional and volunteer experience unique to them.
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