Wealth Advisor: Holistic Planning
4 days ago
Macklin, SK, Canada
Conexus Credit Union
Full-time
€90,000 - €120,000 Contract
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Thrive Wealth Management, a subsidiary of Conexus Credit Union, is seeking a Wealth Specialist to join our Macklin or Kindersley, Saskatchewan team. You will advise clients on investment and planning solutions, grow a book of business, and develop partnerships with credit unions to expand referrals.
Ideal candidates have 3+ years in investment and financial services, CFP designation or willingness to obtain, and a track record of sales results within a regulated environment.