Thrive Wealth Management is seeking two Wealth Specialists in Regina to provide holistic wealth advice and planning to new and existing clients. You will work with credit union partners and internal colleagues to grow a current book of business, focusing on referrals and proactive prospecting for investment solutions.
You will collaborate with credit union partnerships to introduce clients to advanced wealth planning beyond credit union services, while maintaining professionalism and integrity in
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📌 Wealth Specialist – CFP Eligible, Grow Your Client Book (Regina)
🏢 Conexus Venture Capital
📍 Regina
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