Wealth Specialist

4 weeks ago

Regina, Canada Conexus Credit Union Full time

Posting Details

Job Details

Description

At 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 decision-making. We prioritize growth and efficiency and are champions of every members success for a thriving Saskatchewan. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions. 

Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union 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 curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences. They’re team-oriented individuals and support a relationship-based environment.

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

We’re looking for a Wealth Specialist to join our Thrive Wealth Management team in Regina who is passionate about providing new and existing clients with holistic wealth advice and planning. If interested in enhancing and building trusting relationships with members/clients/prospects, then apply for this role today. You’ll work with an experienced team of credit union employees as well as colleagues within the credit union walls to help grow a new book of business with professionalism and integrity at the forefront and taking pride in doing what is right for your clients.

How you’ll be spending your time: 

As  Wealth Specialist , you will provide expert advice allowing the clients you work with to make informed decisions that align with their risk appetite. You will play a key role in the delivery of the world-class member experience that our organization delivers.

In addition to bringing in external business you will benefit from a lead-generating environment with our credit union partners. Through trusted partnerships with credit unions, you will have access to an established pipeline of prospective members and clients. These partnerships facilitate personal introductions of clients/members whose asset levels or life situations demand wealth advice and planning expertise that isn’t offered by the credit union.

As the ultimate team player, you understand that our clients have a variety of needs and, as a result, proactively look to make referrals and introductions whenever it makes sense to do so. You will focus on internal relationship building both at Thrive and partner Credit Unions to ensure healthy relationships and full pipelines.

Your focus will be on building and maintaining a book of business including:

Building a sustainable existing client book contact plan and providing value of advice to clients. Building your professional brand and engaging in activities within your centres of influence to add new clients. Building upon your personal professional development to continue to provide high level expert advice.

Now that you know how you will be spending your time; we will sweeten the deal. You will have the flexibility to set up your practice with access to support that will allow you to focus on advice and planning for your clients and members. This includes access to support and resources for marketing, technology, human resources, office management and property and facilities.

The way people describe you:

You are passionate and enthusiastic about seeing people achieve financial success. A driven financial services professional, with the ability to provide top-notch advice, solutions, and segmented strategies. You are a self-starter who expertly leads self. You are results-oriented who can uncover needs and position appropriate solutions to clients. You can build relationships and reach out to referral networks with ease. You have a desire and dedication to continuously learn new skills. 

 The experience you bring:

3+ years of investment and financial service experience  A 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 is required

Compensation:

Comprehensive compensation including salary plus commission and bonus.

Benefits and Perks

The success of our members relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits include, but are not limited to:

Preferred rates for all your banking needs helping to make life more affordable. Generous vacation benefits with 10 additional paid days off giving you time to spend on what’s most important to you. Competitive benefit package options covering off all aspects of personal wellness. 7% pension matching after one year of employment to support you towards retirement.

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