Wealth Management Advisor Saskatchewan
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Deliver holistic wealth advice in Macklin or Kindersley, Saskatchewan, using investment planning and relationship-building skills with Thrive Wealth Management. Build trusted client relationships through advice-led conversations and planning-based solutions.
As a Wealth Specialist, you will serve new and existing clients through wealth planning, investment advice, retirement savings, estate planning, and protection advice. You will understand financial circumstances and risk tolerance, identify wealth opportunities, and grow a sustainable book of business. The role supports clients through Thrive Wealth Management, a subsidiary of Conexus Credit Union.
Key Responsibilities:
- Develop long-term client relationships through advice-led conversations
- Provide advice based on goals, circumstances, and risk tolerance
- Identify investment, planning, and wealth solution opportunities
- Generate business through referrals, partnerships, and proactive prospecting
- Build a sustainable client book and professional brand
Requirements:
- Three or more years of investment and financial service experience
- Post-secondary business, finance, or related education
- Investment advice and regulated advice-led sales experience
- Proven record of delivering sales results
- IFIC or Canadian Securities Course; CFP designation required
Use investment advice, wealth planning, and networking skills to grow client relationships for Thrive Wealth Management in Saskatchewan.
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