Wealth Specialist

At Thrive we are focused on supporting our members with their needs of today while also helping them work towards their goals for the future. Its more than conducting a banking transaction its about providing our members with insightful content tools expert advice and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency and are champions of every members success for a thriving Saskatchewan. We do this by lending an ear to each members unique needs throughout Saskatchewan ensuring personalized solutions.

Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients including investment advice retirement savings income planning estate and protection advice.

Our employees are curious courageous confident and committed. They are the reason we consistently deliver outstanding member experiences. Theyre team-oriented individuals and support a relationship-based environment. Learn more about our diverse team across Saskatchewan.

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

The Bigger Picture

Were looking for a Wealth Specialist to join our Thrive Wealth Management team in Saskatoon who is passionate about providing new and existing clients with holistic wealth advice and planning. If youre interested in enhancing and building trusting relationships with members/clients/prospects then apply for this role today. Youll work with an experienced team of credit union employees as well as colleagues within the credit union walls to help grow a new book of business with professionalism and integrity at the forefront and taking pride in doing what is right for your clients.

How youll be spending your time:

AsWealth Specialist youwill provide expert advice allowingthe clients you work withto make informeddecisions that align with their risk willplay a key role in the delivery of the world-class member experience that our organization delivers.

In addition to bringing in external business you will benefit from a lead-generating environment with our credit union partners. Through trusted partnerships with credit unions you will have access to an established pipeline of prospective members and clients. These partnerships facilitate personal introductions of clients/members whose asset levels or life situations demand wealth advice and planning expertise that isnt offered by the credit union.

As the ultimate team player you understand that our clients have a variety of needs and as a result proactively look to make referrals and introductions whenever it makes sense to do will focus on internal relationship building both at Thrive and partner Credit Unions to ensure healthy relationships and full pipelines.

Your focus will be on building and maintaining a book of business including:

• Building a sustainable existing client book contact plan and providing value of advice to clients.
• Building your professional brand and engaging in activities within your centres of influence to add new clients.
• Building upon your personal professional development to continue to provide high level expert advice.

Now that you know how you will be spending your time; we will sweeten the deal. You will have the flexibility to set up your practice with access to support that will allow you to focus on advice and planning for your clients and members. This includes access to support and resources for marketing technology human resources office management and property and facilities.

The way people describe you:

• You are passionate and enthusiastic about seeing people achieve financial success.
• A driven financial services professional with the ability to provide top-notch advice solutions and segmented strategies.
• You are a self-starter who expertly leads self.
• You are results-oriented who can uncover needs and position appropriate solutions to clients.
• You can build relationships and reach out to referral networks with ease.
• You have a desire and dedication to continuously learn new skills.

The experience you bring:

• 3 years ofinvestment andfinancialservice experience
• A proven track record of delivering sales results
• IFIC or Canadian Securities Course and eligible to be registered to sell mutual funds
• Certified Financial Plannerdesignation(CFP) or eligibility to obtain is required

Compensation:

Comprehensive compensation including salary plus commission and bonus.

Benefits and Perks

The success of our members relies heavily on the performance and accomplishments of our employees. Thats why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits include but are not limited to:

• Preferred rates for all your banking needs helping to make life more affordable.
• Generous vacation benefits with 10 additional paid days off giving you time to spend on whats most important to you.
• Competitive benefit package options covering off all aspects of personal wellness.
• 7% pension matching after one year of employment to support you towards retirement.

We are excited to welcome candidates with combined academic professional and volunteer experience unique to them. 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. We truly value diverse backgrounds and experiences as we are dedicated to creating inclusive and diverse workplaces. You might just be the new team member weve been searching for! This opportunity closes on November 9 2025 so apply now! If you have questions about this position please contact Aubrie Houk at .

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

Required Experience:

IC