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Wealth Management Specialist

2 months ago

Regina, Saskatchewan, Canada Conexus Credit Union Full time
About the Role

We are seeking a highly skilled Wealth Specialist to join our Thrive Wealth Management team. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide holistic wealth advice and planning to new and existing clients
  • Build and maintain a book of business, including existing client relationships and new business development
  • Work closely with our credit union partners to identify and pursue new business opportunities
  • Develop and implement personalized financial plans and strategies for clients
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice to clients
Requirements
  • 3+ years of investment and financial services experience
  • Proven track record of delivering sales results
  • IFIC or Canadian Securities Course and eligible to be registered to sell mutual funds
  • Certified Financial Planner designation (CFP) or eligibility to obtain
What We Offer

We offer a comprehensive compensation package, including salary, commission, and bonus. Additionally, we provide a range of benefits and perks, including:

  • Preferred rates for all banking needs
  • Generous vacation benefits
  • Competitive benefit package options
  • 7% pension matching after one year of employment
About Us

Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union, serving members of credit unions and their communities. We are committed to providing expert advice and guidance to our clients, helping them achieve their financial goals and objectives.