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Wealth Specialist

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Job Order #: 6065339

NOC: 1114
Employer Name:
Thrive Wealth Management Ltd.
Posted Date:
# of Positions:
Employment Terms:
Full Time
University Bachelor's Degree
3-5 Years
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How to Apply?:
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Employer Name:
Thrive Wealth Management Ltd.
Contact Name:
McKayla Kerr
Contact Email:
Employer Website:


Were looking for a Wealth Specialist to join our Thrive Wealth Management team 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.

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 Plannerdesignation(CFP) or eligibility to obtain is required

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