Wealth Management Professional

3 weeks ago


Regina, Saskatchewan, Canada Conexus Credit Union Full time

Job Overview

Conexus 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 Responsibilities

  • Provide holistic wealth advice and planning to clients
  • Build and maintain a book of business, including existing client relationships and new client acquisition
  • Work with a team of experienced credit union employees and colleagues to deliver exceptional member experiences

Requirements

  • 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

What We Offer

  • Comprehensive compensation package, including salary, commission, and bonus
  • Generous vacation benefits and competitive benefit package options
  • 7% pension matching after one year of employment

About Us

Conexus Credit Union is a leading financial institution in Saskatchewan, dedicated to supporting the financial well-being of our members. We prioritize growth, efficiency, and member success, and we're committed to delivering exceptional member experiences.



  • Regina, Saskatchewan, Canada Thrive Wealth Management Full time

    About Thrive Wealth ManagementWe are a dedicated team at Thrive Wealth Management, committed to supporting our members in achieving their financial goals. Our focus is on providing expert advice, insightful content, and a range of products to help them navigate their financial journey.Key ResponsibilitiesDevelop and implement personalized financial plans for...


  • Regina, Saskatchewan, Canada Thrive Wealth Management Full time

    About Thrive Wealth ManagementWe are a dedicated team at Thrive Wealth Management, committed to supporting our members in achieving their financial goals. Our focus is on providing expert advice, insightful content, and a range of products to help them navigate their financial journey.Key ResponsibilitiesDevelop and implement personalized financial plans for...

  • Wealth Strategist

    3 weeks ago


    Regina, Saskatchewan, Canada Thrive Wealth Management Full time

    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...


  • Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job Title: Financial Associate Wealth AdvisorAffinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented Financial Associate Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing administrative and sales support to our Senior Wealth Advisors.Key...


  • Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job Title: Financial Associate Wealth AdvisorAffinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented Financial Associate Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing administrative and sales support to our Senior Wealth Advisors.Key...


  • Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job 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...


  • Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job 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...


  • Regina, Saskatchewan, Canada Aviso Wealth Full time

    Affinity Financial Strategies/GP Financial Services is seeking a skilled and motivated 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, including scheduling and holding client meetings, developing...


  • Regina, Saskatchewan, Canada CC&L Private Capital Full time

    Unlock Your Potential as a Wealth AdvisorAt CC&L Private Capital, we're seeking a seasoned sales professional with a strong industry background to join our team as a Wealth Advisor. This is an exceptional opportunity to leverage your existing network and establish a practice with our firm, pursuing business development activities with high-net-worth...


  • Regina, Saskatchewan, Canada CC&L Private Capital Full time

    Unlock Your Potential as a Wealth AdvisorAt CC&L Private Capital, we're seeking a seasoned sales professional with a strong industry background to join our team as a Wealth Advisor. This is an exceptional opportunity to leverage your existing network and establish a practice with our firm, pursuing business development activities with high-net-worth...


  • Regina, Saskatchewan, Canada Aviso Wealth Full time

    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...


  • Regina, Saskatchewan, Canada Aviso Wealth Full time

    Affinity Financial Strategies, in partnership with GP Financial Services, is seeking a skilled and motivated individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will work closely with a Senior Wealth Advisor to provide administrative and sales support to existing clients and credit union...


  • Regina, Saskatchewan, Canada Connor Clark and Lunn Financial Group Full time

    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...

  • Financial Planner

    4 weeks ago


    Regina, Saskatchewan, Canada IG Wealth Management Full time

    {"title": "Advisor, IG Wealth Management, Corporate Channel", "description": "As a Financial Planner in our Corporate Channel, you will provide proactive, outstanding planning and advice to clients, leading with the IG Living Plan. This role offers a unique opportunity for financial planners to receive a competitive total compensation package, including base...

  • Financial Planner

    4 weeks ago


    Regina, Saskatchewan, Canada IG Wealth Management Full time

    {"title": "Advisor, IG Wealth Management, Corporate Channel", "description": "As a Financial Planner in our Corporate Channel, you will provide proactive, outstanding planning and advice to clients, leading with the IG Living Plan. This role offers a unique opportunity for financial planners to receive a competitive total compensation package, including base...


  • Regina, Saskatchewan, Canada Connor Clark and Lunn Financial Group Full time

    Unlock Your Potential as a Wealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we're committed to helping our clients achieve their unique financial goals. As a Wealth Advisor, you'll play a key role in delivering exceptional investment management services and building long-term relationships with our clients.Key Responsibilities:Develop and...


  • Regina, Saskatchewan, Canada Connor Clark and Lunn Financial Group Full time

    Unlock Your Potential as a Wealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we're committed to helping our clients achieve their unique financial goals. As a Wealth Advisor, you'll play a key role in delivering exceptional investment management services and building long-term relationships with our clients.Key Responsibilities:Develop and...

  • Financial Planner

    4 weeks ago


    Regina, Saskatchewan, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate ChannelLocation: ReginaWe are seeking a highly motivated and experienced financial planner to join our growing team of Corporate Employed Advisors. As a Mutual fund licensed advisor, you will be responsible for providing proactive and outstanding planning and advice to clients, leading with the IG Living Plan.Key...

  • Financial Planner

    4 weeks ago


    Regina, Saskatchewan, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate ChannelLocation: ReginaWe are seeking a highly motivated and experienced financial planner to join our growing team of Corporate Employed Advisors. As a Mutual fund licensed advisor, you will be responsible for providing proactive and outstanding planning and advice to clients, leading with the IG Living Plan.Key...


  • Regina, Saskatchewan, Canada Aviso Wealth Full time

    Affinity Financial Strategies, in partnership with 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 work closely with a Senior Wealth Advisor to provide administrative and sales support, delivering comprehensive...