Wealth Advisor Credit Union Partnerships
Thrive Wealth Management
Turn credit union referrals and professional networks into wealth planning solutions as a Wealth Specialist with Thrive Wealth Management in Regina. Build lasting client trust.This Wealth Specialist position combines investment advice, relationship development, and business growth within a credit union partnership model. You will collaborate with Conexus Credit Union employees and internal colleagues, access an established prospective-client pipeline, and create external opportunities. Your work will connect clients and members with investment, planning, retirement savings, estate, and protection advice beyond credit union services.Key Responsibilities:
Facilitate introductions through credit union partnershipsNetwork with Thrive, credit union, and external professionalsGenerate external business and referral opportunitiesUncover needs across prospective and existing relationshipsMaintain a client book contact planRequirements:
Three or more years in investment and financial servicesBusiness, finance, or related post-secondary educationExperience delivering regulated investment advice and advice-led salesIFIC or Canadian Securities Course qualificationEligible to register for mutual fund salesApply partnership development, networking, and wealth planning skills to expand trusted advice across Thrive’s Regina client communities.
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Facilitate introductions through credit union partnershipsNetwork with Thrive, credit union, and external professionalsGenerate external business and referral opportunitiesUncover needs across prospective and existing relationshipsMaintain a client book contact planRequirements:
Three or more years in investment and financial servicesBusiness, finance, or related post-secondary educationExperience delivering regulated investment advice and advice-led salesIFIC or Canadian Securities Course qualificationEligible to register for mutual fund salesApply partnership development, networking, and wealth planning skills to expand trusted advice across Thrive’s Regina client communities.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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