Manager, Wealth Advice and Planning
About The Position
At Thrive Wealth Management, we help clients strengthen their financial security and turn their wealth goals into reality. Our vision is to be the premier wealth management partner in every market we serve, providing personalized solutions for every stage of life – delivered by passionate professionals committed to earning trust with our clients and making a meaningful impact in their lives. Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union serving members of credit unions and their communities. Trusted financial guidance is core to what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection advice. We share the values that our credit union partners demonstrate, while providing the professionalism and knowledge that is vital for investment management. We conduct ourselves with integrity in everything we do, we show respect for every individual who comes through our doors, and we inspire and promote an environment of accountability. We acknowledge that our Thrive offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis. We’re looking for a high performing, results driven leader to come on board as our Manager, Wealth Advice and Planning. In this role, you will play a key role in providing leadership, direction and ongoing support to the Wealth Specialist or Advisory team. You will be leading high-performing teams to deliver sustainable growth, strengthen advice and planning capability and drive business development that result in positive client outcomes.
Requirements
- Minimum 5 years of experience in the financial industry, with progressive responsibility in wealth management or financial advice
- 3 years of experience leading professional advisory or planning teams and driving consistent execution across teams
- Relevant post-secondary education in business, finance or a related discipline
- Recognized wealth industry designation (CFP, CIM)
- Mutual Fund or Investment (INV) registration is required
Responsibilities
- Leading, coaching and developing Wealth Specialists or Advisors to build confident, advice focused capabilities and grow strong client relationships
- Executing succession planning and talent development and engagement to ensure long term capability across the team
- Leading and executing growth initiatives for the team aligned with Thrive’s growth strategy
- Building and maintaining strong partnerships across Thrive, Conexus and external partners to support growth objectives
- Ensuring growth initiatives and advisory practices are compliant with regulatory requirements, company policies and legislation
Benefits
- Generous vacation benefits with additional paid time off
- Competitive benefit package options, covering all aspects of personal wellness
- Pension matching to support you towards retirement
- Preferred rates for all your banking needs
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
Associate degree
