Wealth Advisor: Holistic Planning

4 days ago

Macklin, SK, Canada Conexus Credit Union Full-time €90,000 - €120,000 Contract
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.