Embrace a strategic financial planner chance 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 skilled 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 explicit strategies, building client confidence for a secure financial future.

📌 Thrive Wealth Financial Planner Role Regina
🏢 Conexus Credit Union
📍 Regina