Wealth Management Specialist
20 hours ago
We are seeking a highly skilled Wealth Specialist to join our Thrive Wealth Management team. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Provide holistic wealth advice and planning to new and existing clients
- Build and maintain a book of business, including existing client relationships and new business development
- Work closely with our credit union partners to identify and pursue new business opportunities
- Develop and implement personalized financial plans and strategies for clients
- Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice to clients
- 3+ years of investment and financial services experience
- Proven track record of delivering sales results
- IFIC or Canadian Securities Course and eligible to be registered to sell mutual funds
- Certified Financial Planner designation (CFP) or eligibility to obtain
We offer a comprehensive compensation package, including salary, commission, and bonus. Additionally, we provide a range of benefits and perks, including:
- Preferred rates for all banking needs
- Generous vacation benefits
- Competitive benefit package options
- 7% pension matching after one year of employment
Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union, serving members of credit unions and their communities. We are committed to providing expert advice and guidance to our clients, helping them achieve their financial goals and objectives.
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Wealth Specialist
1 week ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeWealth Specialist Job Description Join Thrive Wealth Management as a Wealth Specialist and play a key role in delivering exceptional member experiences, providing expert advice, and building trusting relationships with clients. About Thrive Wealth Management Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union, serving members...
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Wealth Management Specialist
2 weeks ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Specialist to join our Thrive Wealth Management team at Conexus Credit Union. As a Wealth Specialist, you will play a key role in delivering exceptional member experiences and providing holistic wealth advice and planning to our clients.Key ResponsibilitiesProvide expert advice to clients,...
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Wealth Management Specialist
2 weeks ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Specialist to join our Thrive Wealth Management team at Conexus Credit Union. As a Wealth Specialist, you will play a key role in delivering exceptional member experiences and providing holistic wealth advice and planning to our clients.Key ResponsibilitiesProvide expert advice to clients,...
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Wealth Specialist
5 days ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeWealth Specialist: Delivering Expert Advice and Planning for Clients At Thrive, we're dedicated to empowering our members with insightful content, tools, and expert advice to make informed financial decisions. As a Wealth Specialist, you'll play a key role in delivering a world-class member experience, providing expert advice, and building trusting...
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Financial Associate Wealth Advisor
1 day ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeSeeking a Licensed Sales Assistant or Associate Wealth Advisor to provide administrative and sales support to a Senior Wealth Advisor in a wealth management provider offering financial planning, investments, and insurance services. Affinity Financial Strategies, in partnership with GP Financial Services, is a wealth management provider offering financial...
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Financial Associate Wealth Advisor
18 hours ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeJob Title: Financial Associate Wealth AdvisorAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Financial Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working...
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Financial Associate Wealth Advisor
14 hours ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeJob Title: Financial Associate Wealth AdvisorAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Financial Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working...
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Financial Associate Wealth Advisor
1 day ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeJob Title: Financial Associate Wealth AdvisorAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Financial Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working...
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Wealth Management Specialist
2 weeks ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Specialist to join our team at Conexus Credit Union. As a Wealth Specialist, you will play a key role in providing expert advice and planning to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide holistic wealth advice and planning to new and...
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Wealth Management Specialist
2 weeks ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Specialist to join our team at Conexus Credit Union. As a Wealth Specialist, you will play a key role in providing expert advice and planning to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide holistic wealth advice and planning to new and...
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Wealth Specialist
1 day ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeWe are seeking a Wealth Specialist to provide holistic wealth advice and planning to new and existing clients, building trusting relationships and growing a new book of business with professionalism and integrity. At Thrive Wealth Management, a subsidiary of Conexus Credit Union, we prioritize growth and efficiency, championing every member's success for a...
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Wealth Specialist
6 days ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeAt 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 products to empower them and inspire confidence in their financial...
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Wealth Management Professional
1 week ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeAbout the RoleWe are seeking a highly skilled Wealth Specialist to join our Thrive Wealth Management team. As a key member of our team, you will be responsible for providing expert advice and planning to our clients, helping them achieve their financial goals.Key ResponsibilitiesProvide holistic wealth advice and planning to new and existing clientsBuild and...
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Wealth Management Professional
7 days ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeAbout the RoleWe are seeking a highly skilled Wealth Specialist to join our Thrive Wealth Management team. As a key member of our team, you will be responsible for providing expert advice and planning to our clients, helping them achieve their financial goals.Key ResponsibilitiesProvide holistic wealth advice and planning to new and existing clientsBuild and...
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Wealth Management Professional
1 week ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeAbout the RoleWe are seeking a highly skilled Wealth Specialist to join our Thrive Wealth Management team. As a key member of our team, you will be responsible for providing expert advice and planning to our clients, helping them achieve their financial goals.Key ResponsibilitiesProvide holistic wealth advice and planning to new and existing clientsBuild and...
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Financial Associate Wealth Advisor
2 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeAbout the RoleAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Licensed Sales Assistant or Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working closely with...
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Financial Associate Wealth Advisor
2 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeAbout the RoleAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Licensed Sales Assistant or Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working closely with...
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Wealth Strategist
2 weeks ago
Regina, Saskatchewan, Canada the Ladders Full timeAbout the RoleWe are seeking a highly skilled Wealth Specialist to join our team at Thrive. As a Wealth Specialist, you will play a critical role in supporting our members with their financial needs, while also helping them work towards their long-term goals.Key ResponsibilitiesProvide expert advice and guidance to members on personal finance, investments,...
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Wealth Strategist
2 weeks ago
Regina, Saskatchewan, Canada the Ladders Full timeAbout the RoleWe are seeking a highly skilled Wealth Specialist to join our team at Thrive. As a Wealth Specialist, you will play a critical role in supporting our members with their financial needs, while also helping them work towards their long-term goals.Key ResponsibilitiesProvide expert advice and guidance to members on personal finance, investments,...
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Wealth Management Professional
5 days ago
Regina, Saskatchewan, Canada Conexus Venture Capital Inc Full timeAbout the RoleWe are seeking a highly skilled Wealth Specialist to join our team at Conexus Venture Capital Inc. in Regina. As a key member of our Thrive Wealth Management team, you will play a vital role in providing expert advice and planning to our clients, helping them achieve their financial goals.Key ResponsibilitiesAs a Wealth Specialist, you will be...