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Wealth Specialist

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Job Order #: 6136336

NOC: 11102
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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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 in Tisdale 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:
AsWealth Specialist, youwill provide expert advice allowingthe clients you work withto make informeddecisions that align with their risk appetite.You willplay a key role in the delivery of the world-class member experience that our organization delivers.

In addition to bringing in external business you will benefit from a lead-generating environment with our credit union partners. Through trusted partnerships with credit unions, you will have access to an established pipeline of prospective members and clients. These partnerships facilitate personal introductions of clients/members whose asset levels or life situations demand wealth advice and planning expertise that isnt offered by the credit union.

As the ultimate team player, you understand that our clients have a variety of needs and, as a result, proactively look to make referrals and introductions whenever it makes sense to do so.You will focus on internal relationship building both at Thrive and partner Credit Unions to ensure healthy relationships and full pipelines.

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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