Investment Planning Wealth Specialist

Thrive Wealth Management

Guide clients through investment and retirement planning as a Wealth Specialist at Thrive Wealth Management in Regina. Help translate financial goals into personalized advice.Thrive Wealth Management seeks a driven, self-motivated Wealth Specialist to deliver holistic wealth advice and planning. You will thoroughly assess client financial circumstances, risk tolerance, and goals while connecting them with appropriate investment, retirement, estate, and protection solutions. The role requires relationship building, prospecting, sales results, and continuous professional learning.Key Responsibilities:
Deliver holistic wealth advice and planningUnderstand client goals and financial circumstancesMatch clients with appropriate investment and planning solutionsBuild relationships through advice-led conversationsDevelop and grow a new book of businessRequirements:
Passion for helping people achieve financial successDriven, self-motivated, and results-oriented approachConfident networking and referral partnership abilitiesProven investment advice experience in a regulated environmentCFP designation or eligibility and willingness to obtainUse financial analysis, investment guidance, and client relationship skills to deliver trusted wealth planning through Thrive in Regina.
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