Wealth Planner
3 weeks ago
**Location: Various Saskatchewan Locations**
Thrive Wealth Management 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.
We acknowledge that our Thrive offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.
**The bigger picture**:
**How you’ll spend your time**:
As a Wealth Planner, you will create custom plans for new and existing Thrive clients. You will be empowered to build and implement creative business development solutions. In addition to prospecting and networking activities, your team and credit union partners will send client referrals your way. You will provide world-class advice and solutions to our clients, working closely with the wealth and insurance teams to meet ever-changing client needs.
**The way people describe you**:
You are the ultimate team player, thriving in an environment where building strong partnerships is critical to success. Your enthusiasm for financial services rivals your ability to provide top-notch advice, solutions, and segmented strategies. Your high-level understanding of financial strategies and complex planning for individuals and business owners sets your service apart. You are ready to proactively build business through our credit union partnerships, external networking and strong relationships with our internal wealth team.
**The experience you bring**:
- 2+ years of financial service and planning experience
- Financial planning designation (CFP®/PFP®)
- Mutual Funds License (IFIC or CSC) is a strong asset
- Proven networking and client acquisition skills
- Ability to build strong partner relationships
- Experience in the insurance and investment industry is an asset
**What you’ll get**:
- **Competitive compensation and commission model**:
- **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.
- Conexus and Cornerstone offers investment products through the Credential Asset Management Inc. and Credential Securities. Mutual funds are offered through Credential Asset Management Inc. Mutual fund and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. ®Credential is a registered mark owned by Aviso Wealth Inc._
**Salary**: From $64,000.00 per year
Schedule:
- Day shift
-
Wealth Specialist
2 weeks ago
Regina, Canada Conexus Credit Union Full timePosting Details Job Details Description 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...
-
Financial Representative I
2 days ago
Regina, Canada The Co-operators Full time**Financial Representative I**: The hybrid **Financial Representative** is a liaison working on a national level (via phone) between Co-operators Advisors, Financial and Insurance markets to facilitate new business and administer the renewal book of business. You will be responsible for acknowledging opportunities and supporting the Advisors, pertaining to...
-
Mortgage Specialist
5 days ago
Regina, Canada Scotiabank Full timeRequisition ID: 164882 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...
-
Home Financing Advisor
6 days ago
Regina, Canada Scotiabank Full timeRequisition ID: 189453 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...
-
Securities Specialist
1 month ago
Regina, Canada Canada Life Assurance Company Full time**Job Description**: Ready for a more challenging, bigger canvas? Join a creative organization where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet in your life. We’re looking for a CIRO (formerly IIROC) Registered financial professional who is Wealth Management business savvy and brings charismatic...
-
Royal Trust Advisor
1 week ago
Regina, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Royal Trust Advisor, you will promote RBC Royal Trust products and solutions to RBC partners within your marketplace. You will work together with internal stakeholders to help them meet their clients' needs. You are a seasoned sales professional as well as a team player, which is an important skill in...
-
Mobile Mortgage Specialist
5 days ago
Regina, Canada Scotiabank Full timeRequisition ID: 173432 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Mobile Mortgage Specialist Job Purpose: As a Mobile Mortgage Specialist you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers,...
-
Mortgage Advisor
1 month ago
Regina, Canada Scotiabank Full time**Requisition ID**: 189453 **Cost Centre**: costCenter **Employee Referral Program - Potential Reward**: $2,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business...
-
Mobile Mortgage Specialist
2 days ago
Regina, Canada Scotiabank Full timeRequisition ID: 173432 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Mobile Mortgage Specialist Location: Moose Jaw/ Prince Albert/ Regina/ Saskatoon Job Purpose: As a Mobile Mortgage Specialist (Moose Jaw/ Prince Albert/ Regina/ Saskatoon) you will be responsible for maximizing the development of...
-
Investment Advisor
2 months ago
REGINA, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow your business, your way â with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youâve dreamed of starting your own business, but havenât had the training, support, and resources from a company like RBC. Here, youâll...
-
Investment Advisor
1 month ago
Regina, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...
-
Home Financing Advisor
1 week ago
Regina, Canada Scotiabank Full timeRequisition ID: 189453Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...
-
Senior Financial Advisor
1 month ago
Regina, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need...
-
Senior Financial Advisor
4 weeks ago
Regina, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need...
-
Senior Financial Advisor
1 month ago
Regina, Canada CIBC Full timeNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...
-
Senior Financial Advisor
1 month ago
Regina, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need...
-
Senior Financial Advisor
2 months ago
Regina, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need...
-
Home Financing Advisor
7 days ago
Regina, Canada Scotiabank Full timeRequisition ID: 189453Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...