Lead wealth transformation as the Advisory Manager at Thrive Wealth Management. Drive strategies that enhance client financial security across Saskatchewan.

You will guide a team of Wealth Specialists, focused on developing robust client advisory capabilities. Your leadership will help implement growth initiatives that align with Thrive’s objectives while nurturing team talent through succession planning. Collaboration with Conexus and external partners will be key to ensuring successful compliance and growth.

Key Responsibilities: • Mentor and develop Advisors to enhance advisory capabilities • Drive succession planning and talent engagement efforts • Lead initiatives that support growth within the team • Establish partnerships to enhance client and team success • Ensure regulatory compliance in growth initiatives

Requirements: • Minimum 5 years in financial services focusing on wealth management • 3 years overseeing professional planning teams • Relevant academic background in business or finance • Industry certifications (CFP, CIM) required • Mutual Fund or Investment registration needed

Become a leader in financial advisory excellence at Thrive Wealth Management.

📌 Thrive Wealth Management Advisory Manager (Winnipeg)
🏢 Socket.dev
📍 Winnipeg