Wealth Specialist - Regina

Conexus Credit Union • Regina, SK

3d • Onsite

About The Position

At Thrive Wealth Management, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency and are champions of every members success for a thriving Saskatchewan. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions. Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences. They’re team-oriented individuals and support a relationship-based environment. 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 Wealth Specialist to join our Thrive Wealth Management team in Regina who is passionate about providing new and existing clients with holistic wealth advice and planning. You’ll work with an experienced team of credit union employees and internal colleagues to grow a new book of business. This includes generating new opportunities through credit union referrals, colleague partnerships, and proactive prospecting for investment and planning solutions, all while maintaining professionalism and integrity and taking pride in doing what’s right for your clients.

Requirements

• 3+ years of investment and financial service 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 Planner designation (CFP®) or willingness and eligibility to obtain is required

Nice To Haves

• You are passionate and enthusiastic about seeing people achieve financial success.
• A driven financial services professional, with the ability to provide top-notch advice, solutions, and segmented strategies.
• You are a self-starter who expertly leads self.
• You are results-oriented who can uncover needs and position appropriate solutions to clients.
• You can build relationships and reach out to referral networks with ease.
• You have a desire and dedication to continuously learn new skills.

Responsibilities

• Develop and maintain strong, long-term relationships with clients through advice led conversations and planning based solutions
• Provide expert advice by thoroughly understanding client goals, financial circumstances and risk tolerance.
• Identify opportunities within existing and prospective relationships for investment, planning and wealth solutions to grow client relationships.
• Generating external business while also accessing an established pipeline of prospective clients through trusted partnership with the credit union
• Collaborate with credit union partnerships to facilitate personal introductions of clients/members who require wealth advice and planning expertise beyond the credit union’s services
• Actively network to make referrals and introductions with Thrive and credit union partners and external professionals
• Building and growing your book of business through a sustainable client book contact plan, building your professional brand and engaging with centers of influence

Benefits

• Comprehensive compensation including salary plus commission and bonus.
• Preferred rates for all your banking needs helping to make life more affordable.
• Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you.
• Competitive benefit package options covering off all aspects of personal wellness.
• 7% pension matching after one year of employment to support you towards retirement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level