Wealth Specialist
3 weeks ago
Overview 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 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. How you’ll be spending your time As a Wealth Specialist, you will provide expert advice that enables clients to make informed decisions aligned with their risk appetite, and play a key role in delivering a world‑class member experience. You will work with credit‑union partners to tap an established pipeline of prospective members and clients and maintain strong internal relationships for referrals and introductions. Responsibilities Build a sustainable existing client book contact plan and provide value of advice to clients. Build your professional brand and engage in activities within your centres of influence to add new clients. Build upon your personal professional development to continue to provide high‑level expert advice. The way people describe you Passionate and enthusiastic about seeing people achieve financial success. Driven financial‑services professional with the ability to provide top‑notch advice, solutions, and segmented strategies. Self‑starter who expertly leads themselves. Results‑oriented, uncovering needs and positioning appropriate solutions to clients. Builds relationships and reaches out to referral networks with ease. Desires and dedicates to continuously learning new skills. The experience you bring 3+ years of investment and financial‑services experience. A 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 it required. Compensation & Benefits Comprehensive compensation including salary plus commission and bonus. Benefits include: Preferred rates for all banking needs. Generous vacation benefits with 10 additional paid days off. Competitive benefit package covering all aspects of personal wellness. 7% pension matching after one year of employment. This opportunity closes on November 24, 2025, so apply now If you have questions about this position, please contact Aubrie Houk at jobs@conexus.ca.Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. #J-18808-Ljbffr
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Wealth Coordinator
1 week ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full time $45,000 - $75,000 per yearWealth Coordinator - InsuranceAffinity Financial Strategies ("AFS") presently has an opening for a Wealth Coordinator - Insurance. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities.This position is responsible for providing...
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Wealth Coordinator
2 weeks ago
Saskatoon, Canada Aviso Wealth Full timeWealth Coordinator - InsuranceAffinity Financial Strategies (“AFS”) presently has an opening for a Wealth Coordinator - Insurance. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities.This position is responsible for providing...
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Wealth Coordinator
2 days ago
Saskatoon, Canada Aviso Wealth Full timeWealth Coordinator - Insurance Affinity Financial Strategies (“AFS”) presently has an opening for a Wealth Coordinator - Insurance. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities. This position is responsible for...
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Wealth Specialist
3 weeks ago
Saskatoon, Canada Conexus Credit Union Full timeAt 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...
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Wealth Specialist
3 weeks ago
Saskatoon, Canada Conexus Credit Union Full timeAt 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...
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Wealth Specialist
2 weeks ago
Saskatoon, Canada Conexus Venture Capital Inc. Full timeAt 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...
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Wealth Specialist
2 weeks ago
Saskatoon, Canada Conexus Venture Capital Inc. Full timeAt 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...
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Wealth Consultant
3 weeks ago
Saskatoon, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Wealth Consultant
3 weeks ago
Saskatoon, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
