Wealth Specialist

  • Share :

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 member's 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.

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.

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.

We are excited to welcome candidates with combined academic, professional, and volunteer experience unique to them.
Research shows that many applicants only apply if they meet every qualification of the role.
However, we encourage you to consider the roles that most closely align with your skillset and experience.
We truly value diverse backgrounds and experiences, as we are dedicated to creating inclusive and diverse workplaces.
You might just be the new team member we've been searching for! This opportunity closes on November 11, 2024, so apply now! If you have questions about this position, please contact Aubrie Houk at jobs@conexus.ca.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.


Read the full job description and apply online on the recuiter's web-site

Find Jobs Hiring Now Near You!

Get Jobilize Mobile App

Get Jobilize Job Search Mobile App Now

Receive real-time job alerts and never miss the right job again

Get it on Google Play Download on the App Store
Civil Engineer in Training - Community Development

Stantec Consulting International Ltd

  • CA - SK - SK - Regina

  • October 30, 2024


Civil Engineer in Training - Community Development - ( 240003FG ) Description Strong communities don't just happen-they're built. They're creatively imagined, collaboratively planned, and readied to face tomorrow with optimism. We're driving the future of Community Development. Our experts lead...


Registered Pharmacy Technician Contract

Innomar Strategies

  • CA - SK - SK - Regina

  • September 22, 2024


Our team members are at the heart of everything we do. At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on that purpose. If you want to make a difference at the center of health, come join our innovative...


Intermediate Scrum Master

Finning Canada


Company: • Finning International Inc. • Number of Openings: • 1 • Worker Type: • Permanent • Position Overview: • At Finning Digital, we are building next generation data platform and digital solutions for our customers and internal stakeholders. For our customer base in Canada, South America, the...


Manager, Acct Payable & Acct Receivable

Cameco Corporation


Career Opportunities: • Manager, Acct Payable & Acct Receivable (40349) At Cameco, we understand the value of a diverse workforce and we embrace, encourage, and support workplace inclusion and diversity. • New ideas, perspectives, experiences, and expertise make Cameco stronger. • We are committed...


Financial Planning Consultant

Royal Bank of Canada

  • CA - SK - SK - Regina

  • October 28, 2024


Job Summary What is the opportunity? RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The...


Chemistry Expertise Sought for AI Training

Outlier


Outlier helps the world's most innovative companies improve their AI models by providing human feedback. Are you an experienced Expert who would like to lend your expertise to train AI models? • About the opportunity: • Outlier is looking for talented Chemistry Experts to help train...


Senior Executive Admin Manager

Above Food Corporation

  • CA - SK - SK - Regina

  • October 28, 2024


About Us: Above Food & KF Group of Companies are Regina-based dynamic and innovative food, agriculture and environmental companies dedicated to regenerative agriculture, sustainable food technologies and a carbon free healthier world. We are seeking a highly organized and proactive Senior Executive...


Senior Consultant Retirement

Aon


Retirement Senior Consultant, Canada Wealth Solutions Practice Are you a hard-working actuarial leader who enjoys working with clients in managing their retirement plans? Are you looking for an opportunity to join a leader in the industry while making a significant impact? Aon might be where you...


Senior Manager - Financial Advisor, Investment & Retirement

Scotiabank


Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As the Senior Manager, FAIR, you will report to the Regional Vice President and National Lead, FAIRs Strategy and Execution. • The successful incumbent will strategically partner with Canadian...


Chemistry Expertise Sought for AI Training

Outlier

  • CA - SK - SK - regina

  • October 4, 2024


Outlier helps the world's most innovative companies improve their AI models by providing human feedback. Are you an experienced Expert who would like to lend your expertise to train AI models? • About the opportunity: • Outlier is looking for talented Chemistry Experts to help train...


Head of Media Monitoring & Evaluation

Stonor Search and Selection Limited


Head of Media Monitoring & Evaluation Remote (1 office day per month in South East) £70,000-£85,000 Do you understand media monitoring and how it works? Are you looking to step up into a more rewarding senior position? This could be for you! We're looking for an ambitious individual with experience...


Senior Consultant Retirement

Aon Hewitt


Retirement Senior Consultant, Canada Wealth Solutions Practice Are you a hard-working actuarial leader who enjoys working with clients in managing their retirement plans? Are you looking for an opportunity to join a leader in the industry while making a significant impact? Aon might be where you...


Senior SAP BASIS technical consultant with NetWeaver, Solman, and/or BTP to support a corporate

S i Systems

  • CA - SK - SK - Regina

  • October 30, 2024


Senior SAP BASIS Technical Consultant Our client is seeking a Senior SAP BASIS technical consultant with SAP BTP to support a corporate SAP environment ONSITE in Regina SK. Must Have • 6+ years SAP BASIS technical consultant Team lead experience • SAP BTP • ONSITE in Regina, SK Nice to Have • Solman...


IT Security Analyst

Canadian Bank Note Company Limited


Canadian Bank Note Company, Limited CBN designs and builds secure information systems, identity documents and currencies for countries around the world. Are you a skilled and experienced security professional with a passion for ensuring the highest standards of information security? Join our team as...


Co-op, Site Accounting, Potash

Nutrien Ag Solutions Limited


Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. • Our purpose, Feeding the Future , is the reason we come to work each day. • We're guided by our culture of care and our core values: • safety, inclusion, integrity, and results....


Wealth Specialist

Conexus Venture Capital Inc

  • CA - SK - SK - Regina

  • October 26, 2024


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...


First Nations University of Canada - Board of Governors

Federation of Sovereign Indigenous Nations


The First Nations University of Canada is seeking applications for two (2) elected leaders and one (1) non elected member to serve a three-year term on the Board of Governors [BOG]. FIRST NATIONS UNIVERSITY OF CANADA - Applications for Board of Governors Qualifications: The Selection Committee will...


Senior Tax Manager

Information Services Corporation

  • CA - SK - SK - Regina

  • October 14, 2024


Company Name: Information Services Corporation Location: Regina, SK or Toronto, ON Status: Permanent We are ISC, an industry leading employer with a global presence. We provide registry and information management services for public data and records to our customers. Our mission of putting the right...


Chief Financial Officer

Primec Controls Canada Corp

  • CA - SK - SK - Estevan

  • October 28, 2024


Job Posting: Chief Financial Officer At PRIMEC, we are dedicated to driving innovation and excellence in energy production, through strategic growth, operational improvements, exceptional customer and employee experience and giving back to our communities. As we expand our footprint and explore...


Security Officer - 5 FT, 1 PT

Dakota Dunes Casino


Security Officer - 5 FT, 1 PT - (100.223) Job Title: Security Officer - 5 FT, 1 PT Job Type: Full-time Shift Type: Rotational Travel: 0 - 10% # of Hires Needed: 6 Category: Security Location: Requisition #: 100.223 Salary Range: $24.00 - $31.20 Closing Date: 11/8/2024 Where You Will Succeed:...


Security Officer FT

Edgewood Health Network Inc


EHN Canada is the nation's largest private network of industry-leading mental health, trauma, and addiction treatment facilities, each with a passion for providing quality treatment for Canadians. We are committed to both caring for our patients and supporting their loved ones. With over 100 years...


Wealth Specialist

Thrive Wealth Management

  • CA - SK - SK - Regina

  • October 26, 2024


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...


Director of Diversity & Inclusion

Compassion International

  • CA - SK - SK - Togo

  • October 26, 2024


Compassion International is committed to creating a safe and productive work environment where everyone contributes their unique gifts, talents, and experience (Romans 12; I Corinthians 12) toward serving our neighbours and fulfilling our mission together. As such, we seek an experienced...


Senior Auditor

Access Communications Co operative Ltd

  • CA - SK - SK - Regina

  • October 20, 2024


Job Brief Senior Auditor in Regina If you have an audit background and want to work for one of Saskatchewan's Top Employers, Access Communications has an exciting opportunity for you. Access offers a great salary, outstanding benefits, company matched pension plan as well as ongoing training and...


Chief Financial Officer CFO

Primec Controls Canada Corp

  • CA - SK - SK - Estevan

  • October 21, 2024


Job Posting: Chief Financial Officer At PRIMEC, we are dedicated to driving innovation and excellence in energy production through strategic growth, operational improvements, exceptional customer and employee experience, and giving back to our communities. As we expand our footprint and explore...


Legal Counsel

Farm Credit Canada

  • CA - SK - SK - Regina

  • October 30, 2024


Worker Type: Permanent Language(s) Required: English, French Term Duration (in months): Salary Range: $103,331 - $139,803 (plus eligible to receive a performance-based incentive, applicable to position) As Legal Counsel, you'll give legal advice to FCC employees in targeted areas of the law...


Graduate/Assistant Flood Risk Management Professional

AtkinsRéalis


We are looking for someone with an interest or background in the water environment and flood risk management, who is either near the start or part way along their career journey, to join our Flood Risk Management team in South Wales. We are looking for a person with a curious mind and a logical...