Use investment advice and holistic planning to help Regina clients strengthen financial security at Thrive Wealth Management. Build trusted relationships through personalized solutions.

As a Wealth Specialist, you will provide advice-led conversations, understand client goals, circumstances, and risk tolerance, and grow a recent book of business. You will work with credit union employees and internal colleagues to identify investment, retirement, estate, and protection planning needs. The position emphasizes professionalism, integrity, networking, and meaningful client relationships.

Key Responsibilities:
Develop long-term client relationships through planning-based solutions
Provide advice based on goals, circumstances, and risk tolerance
Identify investment and wealth solution prospects




Generate business through referrals and proactive prospecting
Grow a sustainable client book and qualified brand

Requirements:
Three or more years of investment and financial service experience
Post-secondary education in business, finance, or related discipline
Investment advice and advice-led sales experience in regulated environments
Proven record of delivering sales results
CFP designation or willingness and eligibility to obtain

Bring investment advice, relationship building, and planning expertise to help Thrive clients pursue financial success across Regina.

📌 Wealth Specialist Regina Investment Advice
🏢 Thrive Wealth Management
📍 Regina