Wealth Advisor

6 days ago

Regina, Canada Thrive Wealth Management Full time

Thrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are team-oriented individuals and support a relationship-based environment. Learn more about our diverse team across Saskatchewan.

**The bigger picture**:
**How you’ll spend your time**:

- Provide expert advice and custom-made solutions to clients with complex financial needs
- Work with our credit union partners in a lead-generating environment
- Develop business through your centers of influence and referral relationships
- Improve the financial wellbeing of your clients through professional financial planning and wealth management expertise
- Proactively identify opportunities to make introductions to experts on our team including the Wealth Protection Specialists

Now that you know how you will be spending your time; we will sweeten the deal. You will have the flexibility to set up your practice with access to support that will allow you to focus on advice and planning for your clients and members. This includes access to support and resources for marketing, technology, human resources, office management and property and facilities.

**The way people describe you**
- An individual who acts with professionalism and integrity
- You take pride in doing what is right for your clients
- An effective networker who actively seeks new client relationships and opportunities

**The experience you bring**:

- 4+ years of investment and financial service experience
- A proven track record of delivering sales results
- IIROC licensable and able to obtain a level II life license
- Financial planning designation (CFP®/CIM®) or ability to obtain

**What you get in return**:

- **Introductions from partner credit unions - **Through trusted partnerships with credit unions, you will have access to an established pipeline of prospective members and clients. These partnerships facilitate personal introductions of clients/members whose asset levels or life situations demand wealth advice and planning expertise that isn’t offered by the credit union.
- **Competitive commission model and total rewards package.**:

- **Work/Life fit **- You won’t be chained to your desk; we trust you to manage your own day-to-day schedule. And in addition to regular vacation time, we offer Thrive-Time (10 days per year), which allows you to disconnect from work for smaller periods throughout the year.
- **Wellness and benefits **- Your choice of flexible or comprehensive package. Annual $200 towards wellness activities per year.
- **Pension **- 7% matching to our CSS Pension Plan
- **Learning & Development** - You will be supported by leaders who want to see you succeed. They commit to investing in you as you invest in the financial well-being of our members and clients. Your leader will work with you to create a formal L&D plan that may cover costs and paid time off for training or travel. We also provide formal coaching, networking and mentorship opportunities.
- Thrive Wealth Strategies offers some investment products through the Credential Asset Management Inc. and Credential Securities. Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. ®Credential Securities is a registered mark owned by Aviso Wealth Inc._
- Thrive Wealth Strategies Ltd. is a subsidiary of Thrive Wealth Management Ltd., offering financial planning, life insurance and investments to members of credit unions and their communities._

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