Deliver holistic wealth advice in Macklin or Kindersley, Saskatchewan, using investment planning and relationship-building skills with Thrive Wealth Management. Build trusted client relationships through advice-led conversations and planning-based solutions.
As a Wealth Specialist, you will serve new and existing clients through wealth planning, investment advice, retirement savings, estate planning, and protection advice. You will understand financial circumstances and risk tolerance, identify wealth opportunities, and grow a sustainable book of business. The role supports clients through Thrive Wealth Management, a subsidiary of Conexus Credit Union.
Key Responsibilities: Develop long-term client relationships through advice-led conversations
Provide advice based on goals, circumstances, and risk tolerance
Identify investment, planning,



and wealth solution opportunities
Generate business through referrals, partnerships, and proactive prospecting
Build a sustainable client book and qualified brand
Requirements: Three or more years of investment and financial service experience
Post-secondary business, finance, or related education
Investment advice and regulated advice-led sales experience
Proven record of delivering sales results
IFIC or Canadian Securities Course; CFP designation required
Use investment advice, wealth planning, and networking skills to grow client relationships for Thrive Wealth Management in Saskatchewan.

#J-18808-Ljbffr

📌 Wealth Management Advisor Saskatchewan
🏢 HR Ghost Board
📍 Saskatchewan