Wealth Planner — Craft Clear Financial Plans

Conexus Venture Capital Inc.; Saskatchewan; Hybrid; CAD 73,000 - 91,000; Full time

Benefits offered by this job

Generous vacation benefits

Comprehensive benefits package

Pension matching

Preferred rates for banking

Job summary

Thrive Wealth Management is seeking a Wealth Planner to work closely with advisors and clients in Saskatchewan, developing comprehensive financial plans that bring long-term goals to life with clear, actionable strategies.

You will provide deep planning expertise, uncover opportunities to strengthen wealth solutions, and help clients build confidence in their financial future while supporting Thrive Wealth’s growth.

Qualifications

• CFP designation is required.
• Minimum 3+ years of financial planning experience in wealth management or financial services.
• Experience in estate planning, tax planning, or trust services is a plus.

Responsibilities

• Prepare and deliver comprehensive financial plans for clients.
• Conduct detailed financial analyses covering investments, retirement, estate planning, and insurance.
• Collaborate with advisory and sales teams to tailor planning strategies.
• Participate in client conversations to explain recommendations and support advice discussions.
• Share expertise on planning tools and methodologies with the team.

Skills

Client relationship management

Financial analysis

Communication

Education

Post-secondary education in business/finance

CFP designation

Job description

Thrive Wealth Management is seeking a Wealth Planner to work closely with advisors and clients in Saskatchewan, developing comprehensive financial plans that bring long-term goals to life with clear, actionable strategies.

You will provide deep planning expertise, uncover opportunities to strengthen wealth solutions, and help clients build confidence in their financial future while supporting Thrive Wealth’s growth.