Manager, Wealth Advice and Planning

Socket.dev; Regina; On-site; CAD 99,000 - 133,000; Full time

Benefits offered by this job

Paid time off

Pension matching

Banking perks

Job summary

Thrive Wealth Management in Regina/Saskatchewan seeks a high-performing leader to head Wealth Advice and Planning. You will direct a team of Wealth Specialists to deliver expert advice, grow client relationships and drive sustainable growth across markets.

The role requires strong leadership, industry credentials, and a passion for strategic planning and development. Travel between Saskatoon and Regina is expected as needed.

Qualifications

• Five years of experience in the financial industry with progressive responsibility in wealth management or financial advice.
• Three years leading professional advisory or planning teams and driving consistent execution across teams.
• Relevant post-secondary education in business, finance or a related discipline; CFP/CIM designation and investment registration preferred.

Responsibilities

• Lead Wealth Specialists or Advisors to build confident, advice-focused capabilities and grow client relationships.
• Execute succession planning and talent development to ensure long-term team capability.
• Lead growth initiatives aligned with Thrive and growth strategy for advisory services.
• Build partnerships across Thrive, Conexus and external partners to support growth objectives.
• Ensure growth initiatives and advisory practices comply with regulatory requirements and company policies.

Skills

Leadership

Wealth management

Coaching

Succession planning

Growth strategy

Education

Post-secondary in business/finance

CFP or CIM designation

INV registration

Job description

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 conduct ourselves with integrity in everything we do, we show respect for every individual who comes through our doors, and we inspire and promote an environment of accountability. Learn more about our diverse team across Saskatchewan.

We acknowledge that our Thrive offices and facilities arelocatedon Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota,Nakotaand Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture:

We’relooking for ahigh performing, results driven leaderto come on board as ourManager, Wealth Advice and Planning. In this role, you willplay a key role in providing leadership, direction and ongoing support to the Wealth Specialist or Advisory team.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.

While Saskatoon and Regina are the preferred locations, we are open to candidates from other Thrive locations across Saskatchewan, with the understanding that travel will be required.

Howyou’llspend your time:

• Leading, coaching anddeveloping Wealth Specialists or Advisors to buildconfident,advice focusedcapabilitiesand grow strong client relationships
• Executing succession planningand talent development and engagement to ensure long term capability across the team
• Leading and executing growth initiatives for the team aligned with Thrive’s growth strategy
• Building andmaintainingstrong partnerships across Thrive, Conexus and external partners to support growth objectives
• Ensuring growth initiatives and advisory practices are compliant with regulatory requirements, company policies and legislation

The way people describe you:

You are aproactive,value-driven leaderwith proven experience in driving sales results and supporting advisory development and performance. You drive business developmentthrough advice-led planning and referralsto expandclientrelationshipsand support sustainable growth.You collaborate effectivelywith internal and external stakeholdersto support the execution of growth strategies.

The experience you bring:

• Minimum 5 yearsof experienceinthe financial industry,with progressive responsibility in wealth management or financial advice
• 3 years of experience leading professional advisory or planning teams and driving consistent execution across teams
• Relevant post-secondary education inbusiness,financeor a related discipline
• Recognized wealth industry designation (CFP, CIM)
• Mutual Fund or Investment (INV) registration is required

Salaryrange:

$98,590 - $132,529 with 17% Short Term Incentive Target

Benefits andperks

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 benefits withadditionalpaid 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. Research shows that many applicants only apply if they meet every qualification of the role. However,we encourage you to consider the roles that most closely align with your skillset and experience. Wetrulyvalue diverse backgrounds and experiences, as we are dedicated to creatinginclusive and diverse workplaces. This opportunity closes onOctober 5, 2026 If you have questions about this position,pleasecontact Aubrie Houk at [e-mail].

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.