Wealth Specialist
3 days ago
Wealth Specialist Conexus Credit Union’s Thrive Wealth Management division in Saskatoon is looking for a passionate and results‑oriented Wealth Specialist to deliver expert financial advice and planning to new and existing clients. Overview At Thrive, we focus on supporting our members with today’s needs while helping them achieve their future financial goals. The role is about providing insightful content, tools, expert advice, and a full suite of products to empower members and inspire confident decision‑making. Responsibilities Build and maintain a sustainable book of business, developing a contact plan that provides value‑added advice to clients. Establish and grow your professional brand by engaging in activities within your centers of influence to attract new clients. Provide expert investment and financial services to clients, helping them make informed decisions aligned with their risk appetite. Actively develop and nurture internal relationships with Thrive colleagues and partner credit unions to ensure a healthy pipeline of prospective members and clients. Leverage credit‑union partner relationships to access an established pipeline of prospective members whose asset levels or life situations require wealth advice and planning expertise. Proactively refer and introduce clients to appropriate services when it makes sense, ensuring a client‑centric experience. Qualifications 3+ years of investment and financial services experience. A proven track record of delivering sales results. Completion of the IFIC or Canadian Securities Course and eligibility to be registered to sell mutual funds. Certified Financial Planner designation (CFP®) or eligibility to obtain it. Passion for helping people achieve financial success, self‑starter mindset, and continuous desire to learn new skills. Compensation & Benefits Competitive salary plus commission and bonus. Additional benefits include: Preferred rates for all banking needs. Generous vacation benefits with 10 additional paid days off. Comprehensive personal wellness benefit package. 7% pension matching after one year of employment. Location Saskatoon, Saskatchewan, Canada How to Apply This opportunity closes on January 4, 2026. 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, Canada Aviso Wealth Full time**Wealth 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 Coordinator
4 weeks 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 days 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 days 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
4 days ago
Saskatoon, Saskatchewan, Canada Conexus Credit Union 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 financial...
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Wealth Advisor
2 days ago
Saskatoon, Canada Conexus Venture Capital Inc. Full timeA leading financial services firm in Saskatoon is seeking a Wealth Specialist who is passionate about providing holistic wealth advice and planning to clients. This role involves building relationships, delivering expert financial advice, and maintaining a personal book of business. The ideal candidate will possess investment experience, strong...
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Wealth Advisor
3 days ago
Saskatoon, Canada Conexus Venture Capital Inc. Full timeA leading financial services firm in Saskatoon is seeking a Wealth Specialist who is passionate about providing holistic wealth advice and planning to clients. This role involves building relationships, delivering expert financial advice, and maintaining a personal book of business. The ideal candidate will possess investment experience, strong...
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Mortgage Administrative Assistant
6 days ago
Saskatoon, Canada Precedence Private Wealth Full timeThis is an opportunity to join a financial planning team within a fast-growing and innovative wealth management firm. Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, providing comprehensive financial planning including insurance, debt planning, accounting and tax advisory and filing, as well as investment...
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Planning and Tax Administrative Specialist
6 days ago
Saskatoon, SK SK E, Canada Precedence Private Wealth Full timeThis is an opportunity to join a financial planning team within a fast-growing and innovative wealth management firm. Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, providing comprehensive financial planning including insurance, debt planning, accounting and tax advisory and filing, as well as investment...
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Saskatoon, Canada Conexus Credit Union Full timeA leading financial services firm in Saskatoon is seeking a knowledgeable Wealth Specialist to deliver expert financial advice to clients. The role involves building client relationships, providing investment services, and supporting members in achieving financial goals. Candidates should have 3+ years in financial services and relevant certifications. This...
