Wealth Specialist – CFP Eligible, Grow Your Client Book

Conexus Venture Capital Inc.; Regina; Hybrid; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Generous vacation

Pension matching

Benefits package

Introductions from credit unions

Office costs covered

Job summary

Thrive Wealth Management is seeking two Wealth Specialists in Regina to provide holistic wealth advice and planning to new and existing clients. You will work with credit union partners and internal colleagues to grow a new book of business, focusing on referrals and proactive prospecting for investment solutions.

You will collaborate with credit union partnerships to introduce clients to advanced wealth planning beyond credit union services, while maintaining professionalism and integrity in

Qualifications

• 3+ years of investment and financial services experience.
• IFIС or Canadian Securities Course and eligible to be registered to sell mutual funds.
• Certified Financial Planner designation (CFP) or willingness and eligibility to obtain is required.
• Proven track record of delivering sales results in a regulated environment.

Responsibilities

• Develop and maintain strong, long-term client relationships through advisory conversations.
• Provide expert investment and planning advice based on client goals and risk tolerance.
• Identify opportunities within existing and prospective relationships to grow wealth solutions.
• Generate external business through referrals and partnerships with credit unions.

Skills

Investment experience

IFIC/CSCF

CFP designation

Mutual funds licensing

Education

Post-secondary in business/finance

Job description

Thrive Wealth Management is seeking two Wealth Specialists in Regina to provide holistic wealth advice and planning to new and existing clients. You will work with credit union partners and internal colleagues to grow a new book of business, focusing on referrals and proactive prospecting for investment solutions.

You will collaborate with credit union partnerships to introduce clients to advanced wealth planning beyond credit union services, while maintaining professionalism and integrity in