Turn credit union referrals and qualified networks into wealth planning solutions as a Wealth Specialist with Thrive Wealth Management in Regina. Build lasting client trust.

This Wealth Specialist position combines investment advice, relationship development, and business growth within a credit union partnership model. You will collaborate with Conexus Credit Union employees and internal colleagues, access an established prospective-client pipeline, and create external opportunities. Your work will connect clients and members with investment, planning, retirement savings, estate, and protection advice beyond credit union services.

Key Responsibilities:

- Facilitate introductions through credit union partnerships
- Network with Thrive, credit union, and external professionals




- Generate external business and referral opportunities
- Uncover needs across prospective and existing relationships
- Maintain a client book contact plan

Requirements:

- Three or more years in investment and financial services
- Business, finance, or related post-secondary education
- Experience delivering regulated investment advice and advice-led sales
- IFIC or Canadian Securities Course qualification
- Eligible to register for mutual fund sales

Apply partnership development, networking, and wealth planning skills to expand trusted advice across Thrive’s Regina client communities.

📌 Wealth Advisor Credit Union Partnerships (Regina)
🏢 Thrive Wealth Management
📍 Regina