Job Detail

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 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

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 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.

Your time:
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.

Your experience:
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 Planner designation (CFP) or eligibility to obtain is required

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