Wealth Planner

2 weeks ago

Regina, Canada Thrive Wealth Management Full time

**Location: Various Saskatchewan Locations**

Thrive Wealth Management is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice.  Our employees are team-oriented individuals and support a relationship-based environment. Learn more about our diverse team across Saskatchewan.

We acknowledge that our Thrive offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

**The bigger picture**:
**How you’ll spend your time**:
As a Wealth Planner, you will create custom plans for new and existing Thrive clients. You will be empowered to build and implement creative business development solutions. In addition to prospecting and networking activities, your team and credit union partners will send client referrals your way. You will provide world-class advice and solutions to our clients, working closely with the wealth and insurance teams to meet ever-changing client needs.

**The way people describe you**:
You are the ultimate team player, thriving in an environment where building strong partnerships is critical to success. Your enthusiasm for financial services rivals your ability to provide top-notch advice, solutions, and segmented strategies. Your high-level understanding of financial strategies and complex planning for individuals and business owners sets your service apart. You are ready to proactively build business through our credit union partnerships, external networking and strong relationships with our internal wealth team.

**The experience you bring**:

- 2+ years of financial service and planning experience
- Financial planning designation (CFP®/PFP®)
- Mutual Funds License (IFIC or CSC) is a strong asset
- Proven networking and client acquisition skills
- Ability to build strong partner relationships
- Experience in the insurance and investment industry is an asset

**What you’ll get**:

- **Competitive compensation and commission model**:

- **Work/Life fit **- You won’t be chained to your desk; we trust you to manage your own day-to-day schedule. And in addition to regular vacation time, we offer Thrive-Time (10 days per year), which allows you to disconnect from work for smaller periods throughout the year.
- **Wellness and benefits **- Your choice of flexible or comprehensive package. Annual $200 towards wellness activities per year.
- **Pension **- 7% matching to our CSS Pension Plan
- **Learning & Development**- You will be supported by leaders who want to see you succeed. They commit to investing in you as you invest in the financial well-being of our members and clients. Your leader will work with you to create a formal L&D plan that may cover costs and paid time off for training or travel. We also provide formal coaching, networking and mentorship opportunities.
- Conexus and Cornerstone offers investment products through the Credential Asset Management Inc. and Credential Securities. Mutual funds are offered through Credential Asset Management Inc. Mutual fund and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. ®Credential is a registered mark owned by Aviso Wealth Inc._

**Salary**: From $64,000.00 per year

Schedule:

- Day shift

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