Wealth Advisor
3 weeks ago
About the Role
We 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 Responsibilities
- Provide holistic wealth advice and planning to clients, including investment advice, retirement savings, and estate planning.
- Build and maintain a book of business, including existing clients and new prospects.
- Develop and implement personalized financial plans, taking into account clients' unique needs and goals.
- Collaborate with colleagues and credit union partners to identify new business opportunities and grow the client base.
Requirements
- 3+ years of experience in investment and financial services.
- 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.
What We Offer
Comprehensive compensation package, including salary, commission, and bonus. Generous vacation benefits, competitive benefit package options, and 7% pension matching after one year of employment.
About Us
Conexus Credit Union is a leading financial institution in Saskatchewan, dedicated to providing exceptional member experiences. Our Thrive Wealth Management team is committed to helping clients achieve their financial goals and objectives.
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