Wealth Specialist In Regina

Become a Wealth Specialist at Thrive Wealth Management in Regina, passionate about delivering holistic wealth advice to clients. You'll build and nurture relationships while providing expert investment and planning solutions.

Thrive Wealth Management, a subsidiary of Conexus Credit Union, is seeking a Wealth Specialist to enhance the financial success of clients across Saskatchewan. In this client-facing role, you will leverage 3+ years of investment experience to offer tailored advice and solutions. Collaborate with your credit union team to grow your book of business through established partnerships and proactive prospecting.

Key Responsibilities

• Develop long-lasting client relationships through advice-based solutions
• Provide personalized financial advice tailored to goals and risk tolerance
• Identify and maximize opportunities for wealth solutions
• Collaborate for referrals from credit union partners
• Network with pr...