Deliver holistic wealth advice in Macklin or Kindersley with investment planning expertise and relationship-building skills. Help clients pursue financial security through trusted guidance.
Thrive Wealth Management seeks a Wealth Specialist to serve recent and existing clients. You will understand financial goals, circumstances, and risk tolerance while providing investment and planning solutions. The role supports business growth through referrals, partnerships, networking, and proactive prospecting.
Key Responsibilities:
- Develop long-term client relationships through advice-led conversations
- Provide investment and wealth planning advice
- Identify investment and planning opportunities
- Generate business through referrals and prospecting
- Build a sustainable book of business
Requirements:
- Three-plus years of investment and financial services experience
- Business, finance, or related post-secondary education
- Experience delivering investment advice in regulated environments
- Proven track record of sales results
- CFP designation or eligibility and willingness to obtain
Bring investment advice, financial planning, and relationship-building strengths to Thrive Wealth Management in Saskatchewan.