Wealth Planning Expert
1 week ago
We are seeking an exceptional Wealth Planner to join our Thrive Wealth Management team at Conexus Credit Union. As a Wealth Planner, you will play a vital role in providing holistic financial planning to high-net-worth clients with complex needs.
About UsThrive Wealth Management is a wealth management subsidiary of Conexus Credit Union, dedicated to empowering our members with expert advice, tools, and products to achieve their financial goals. We are committed to building strong partnerships and delivering world-class service to our clients.
Your RoleAs a Wealth Planner, you will be responsible for:
- Building and implementing business development solutions through credit union partnerships, external networking, and strong relationships with our internal wealth team.
- Providing proactive business growth through strategic networking and client acquisition.
- Collaborating with experienced advisory and insurance professionals to deliver innovative financial solutions.
To succeed in this role, you will need:
- A minimum of 2 years of experience in financial services and planning.
- A Mutual Funds License (IFIC or CSC) is highly desirable.
- Proven skills in networking and client acquisition.
- Ability to build strong partner relationships.
- Experience in tax or estate planning is an asset.
- Experience in the insurance and investment industry is an asset.
We offer a competitive salary range of $70,140 - $87,670 with a 12% Short Term Incentive Target. Additionally, you will enjoy preferred rates on all banking needs and 7% pension matching after one year of employment.
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