At Thrive Wealth Management, we help clients strengthen their financial security and turn their wealth goals into reality. Our vision is to be the premier wealth management partner in every market we serve, providing personalized solutions for every stage of life – delivered by passionate professionals committed to earning trust with our clients and making a meaningful impact in their lives.Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Unionserving members of credit unions and their communities. Trusted financial guidanceis core to what we provide forourclients – including wealth planning, investment advice, retirement savings, estate planning, and protection advice.We share the values that our credit union partnersdemonstrate, while providingthe professionalismand knowledge that is vital for investment management.

We acknowledge that our Thrive offices and facilities arelocatedon Treaty 2, 4, 5, 6, 8 and 10 lands. We’re looking for ahigh performing, results driven leader to come on board as ourManager, Wealth Advice and Planning.You will be leading high-performing teams to deliver sustainable growth, strengthen advice and planning capability and drive business development that result in positive client outcomes.Leading, coaching anddeveloping Wealth Specialists or Advisors to buildconfident,advice focusedcapabilitiesand grow strong client relationshipsExecuting succession planningand talent development and engagement to ensure long term capability across the teamLeading and executing growth initiatives for the team aligned with Thrive’s growth strategyBuilding and maintainingstrong partnerships across Thrive,



Conexus and external partners to support growth objectivesEnsuring growth initiatives and advisory practices are compliant with regulatory requirements, company policies and legislationThe way people describe you: You are aproactive,value-driven leader with proven experience in driving sales results and supporting advisory development and performance. You drive business developmentthrough advice-led planning and referrals to expandclientrelationshipsand support sustainable growth.Minimum 5 yearsof experienceinthe financial industry,with progressive responsibility in wealth management or financial advice3 years of experience leading professional advisory or planning teams and driving consistent execution across teamsRelevant post‑secondary education in business, finance or a related disciplineRecognized wealth industry designation (CFP, CIM)Mutual Fund or Investment (INV) registration is required$98,590 - $132,529 with 17% Short Term Incentive TargetVarious Thrive locations in Saskatchewan will be considered however not all locations may be able to accommodate this role.The success of ourclientsrelies heavily on the performance and accomplishments of our employees.That’swhy we prioritize offering our team a variety ofperksand benefits designed to support their success and well-being both at work and in their personal lives.

Some of theseadditionalbenefits include, but are not limited to:Generous vacation perks with additional paid time off, giving you time to spend onwhat’smost important to you.Competitive benefit package options, covering all aspects of personal wellness.Pension matching to support you towards retirement.Preferred rates for all your banking needs, helping to make life more affordable.We are excited to welcome candidates who bring a blend of academic, professional,and volunteer experience that sets them apart.

📌 Manager, Wealth Advice And Planning (Winnipeg)
🏢 HR Ghost Board
📍 Winnipeg