Wealth Specialist

3 weeks ago


Saskatoon, Canada Conexus Credit Union Full time

At Thrive Wealth Management, a subsidiary of Conexus Credit Union, we provide holistic wealth advice and planning to members across Saskatchewan. Our goal is to empower members with insightful content, expert advice, and a full suite of products to inspire confidence in their financial decision‑making.We’re looking for a Wealth Specialist to join our team in Saskatoon who is passionate about building trusting relationships with members and clients. As a Wealth Specialist, you will provide expert advice that allows clients to make informed decisions aligned with their risk appetite.ResponsibilitiesDeliver world‑class member experience through expert wealth advice and planning.Build and maintain a book of business, including sustainable client book contact plans.Engage in activities within centers of influence to add new clients and build professional brand.Proactively refer and introduce clients when appropriate, building strong internal relationships with Thrive and partner credit unions.Qualifications3+ years of investment and financial services experience.Proven track record of delivering sales results.IFI or Canadian Securities Course; eligible to register to sell mutual funds.CFP® designation or eligibility to obtain (required).Compensation & BenefitsCompetitive salary plus commission and bonus.Preferred rates for all banking needs.Generous vacation benefits with 10 additional paid days off.7% pension matching after one year of employment.Application deadline: November 9, 2025. For questions, contact Aubrie Houk at jobs@conexus.ca. #J-18808-Ljbffr


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