Embrace a strategic financial planner opportunity at Thrive Wealth, where you'll create personalized wealth plans to guide clients towards financial success. Your analytical expertise will be vital in delivering actionable financial strategies.

As a Wealth Planner at Thrive Wealth, you'll collaborate closely with advisors and clients, focusing on comprehensive financial planning. This role demands a relationship-oriented qualified with at least three years of experience in the wealth management sector and a Certified Financial Planner designation. Utilizing your industry knowledge, you will identify investment, insurance, and estate planning opportunities to enhance client outcomes.

Key Responsibilities:
• Prepare and deliver tailored comprehensive financial plans
• Conduct thorough financial analyses for client portfolios




• Collaborate with sales teams for strategy development
• Participate in client discussions to share recommendations
• Provide financial planning resources and best practices

Requirements:
• Post-secondary education in finance or business
• 3+ years in financial planning within wealth management
• Certified Financial Planner designation
• Experience with estate and tax planning is a plus
• Understanding of regulatory compliance in financial planning

Your expertise will transform financial complexities into clear strategies, building client confidence for a secure financial future.
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📌 Thrive Wealth Financial Planner Role (Saskatchewan)
🏢 Conexus Credit Union
📍 Saskatchewan