Wealth Management Branch Lead

About Thrive Wealth ManagementWe are a leading financial services company dedicated to helping our members achieve their long-term goals. Our team of experts provides personalized advice and guidance to help them make informed decisions about their financial futures.Key ResponsibilitiesDevelop and implement comprehensive financial plans tailored to...

About Affinity Financial StrategiesAffinity Financial Strategies, in partnership with GP Financial Services, is a leading wealth management provider offering comprehensive financial planning, investment, and insurance solutions. With a portfolio of existing clients and members of the credit union and their communities, we are committed to delivering...

Job SummaryWe are seeking a seasoned Regional Branch Director to lead our wealth management team in REGINA, Canada. As a key member of our leadership team, you will be responsible for overseeing the overall performance of the branch, driving sales growth, and ensuring operational excellence.ResponsibilitiesOversee all aspects of the branch, including sales...

At ScotiaMcLeod, we're dedicated to delivering exceptional client service and wealth management solutions. As a Branch Administrator, you'll play a vital role in ensuring the success of our branch by providing administrative support and optimizing operational efficiency.Main Responsibilities:Foster a positive team environment, promoting employee empowerment...

Affinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will be responsible for providing administrative and sales support to a Senior Wealth Advisor, working with existing clients and credit union...

Job SummaryThe Branch Manager is a senior leadership position responsible for providing high-level leadership in fulfilling sales, service, and operational objectives of the assigned branch. This role creates an environment where team members grow and develop, and is accountable for a branch with sales of $3+ million.Key ResponsibilitiesTranslate leadership...

Job OverviewConexus Credit Union is seeking a Wealth Specialist to join our Thrive Wealth Management team in Regina. As a Wealth Specialist, you will provide expert advice to clients, helping them make informed decisions about their financial futures.Key ResponsibilitiesProvide holistic wealth advice and planning to clientsBuild and maintain a book of...

**Job Summary**We are seeking a highly skilled and experienced Branch Manager to lead our team and drive business growth in the assigned branch. As a key member of our management team, you will be responsible for providing strategic leadership, managing day-to-day operations, and ensuring exceptional customer service.**Key Responsibilities**Develop and...

Unlock Your Potential as a Wealth AdvisorBecoming a Wealth Advisor with Connor Clark and Lunn Financial Group may be the key to a fulfilling and successful career. As one of Canada's largest independent and privately held discretionary investment managers, we offer a unique opportunity to help clients achieve their financial goals.About the Role:Work with...

About the RoleWe are seeking a skilled Wealth Specialist to join our Thrive Wealth Management team. As a key member of our team, you will provide expert advice and guidance to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide holistic wealth advice and planning to clients, including investment advice, retirement...

Job DescriptionWe are seeking a highly skilled and motivated Strategic Wealth Manager to join our team in Regina, Saskatchewan.About the RoleThe successful candidate will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.You will focus on investment sales and new...

Job Title: Branch ManagerJob Summary:The Branch Manager is a key leadership role responsible for driving sales, service, and operational excellence in the assigned branch. This individual will create an environment where team members grow and develop, and lead the team to become the customer's first choice for products and services.Key...

Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a Branch Operations Assistant to join their team in Regina. This role provides administrative and operational support to clients and employees, ensuring superior service and efficient office operations.Key ResponsibilitiesManage incoming communications from clients,...

Role OverviewWe are seeking a skilled and motivated Financial Services Professional to join our team as a Licensed Sales Assistant or Associate Wealth Advisor.About the CompanyAffinity Financial Strategies, in partnership with GP Financial Services, is a wealth management provider offering financial planning, investments, and insurance solutions to...

Job SummaryAre you a results-driven leader with a passion for driving business growth and excellence in client experience? We are seeking an exceptional Assistant Branch Manager to join our team at the Royal Bank of Canada.About the RoleThis is an exciting opportunity for a skilled professional to lead our Regina Main Branch, providing guidance and support...

Salary: $80,000 - $120,000 per yearCompany OverviewScotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking,...

At Scotiabank, we help our customers achieve their financial goals. We are seeking a highly skilled Branch Administrator to join our team in Regina, Saskatchewan.The successful candidate will be responsible for leading the overall success of the branch by ensuring excellent client service, effective operations, and administrative efficiencies. This role...

Job SummaryJob DescriptionUnlock your potential as a Financial Planning and Portfolio Management Professional at RBCAs a Financial Planning and Portfolio Management Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our leading wealth management team. You will be...

Job SummaryWe are seeking a highly skilled and experienced Branch Manager to lead our retail banking team in Regina. As a key member of our leadership team, you will be responsible for driving sales growth, improving customer satisfaction, and fostering a positive work environment.Key ResponsibilitiesDevelop and implement sales strategies to drive business...

Job OverviewConexus Credit Union is seeking a skilled Senior Wealth Associate to support the Advisor(s) practices and provide administrative support to the Thrive team.Key ResponsibilitiesManage client files and accounts, ensuring accurate and up-to-date information.Partner with Advisors to understand business goals and support the execution of their...