Find work in Canada.

619,515 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 28 mins ago
R
Senior GES Payments Specialist - 1 year contract
RBC
Toronto, ON
- Full-time
A world-class training program in financial services
Added 28 mins ago
C
Client Engagement Associate [Hourly]
CIBC
Treherne, MB
- Part-time
…fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the…
Added 1 hour ago
NA
Technical Services - Security Systems Specialists
New Age Group
Concord, ON
- Full-time
…support of enterprise‑level security systems across external client…
Added 2 hours ago
A
Avaya Aura Security Remediation Consultant
Anovia
Remote, Canada
- $36 to $43 CAD / hour
- Temporary
- Remote
…during agreed maintenance windows, working directly with the client’s team…
Added 2 hours ago
BC
Customer Success Representative | Betty CA
Betty CA
Calgary, AB
- $55,000 to $60,000 CAD / year
Collect valuable feedback during interactions and share insights to help improve our products and services.
Added 3 hours ago
Senior Project Manager
Konrad
Toronto, ON
Konrad is an AI-driven digital consultancy and product-innovation firm providing AI, strategy, design, and technology services to the world’s most ambitious businesses and brands.
Added 3 hours ago
Project Manager
Konrad
Toronto, ON
This role sits on our Digital team, where your internal title will be Specialist, Digital, working primarily in a project management capacity across client engagements. As a Specialist,…
Added 3 hours ago
Program Manager
Konrad
Toronto, ON
This role is part of our Digital team, where your internal title will be Senior Specialist, Digital; working primarily in a strategic leadership capacity across client engagements. As a…
Added 3 hours ago
Data Analyst
Konrad
Toronto, ON
This role sits on our Digital team, where your internal title will be Specialist, Digital, working primarily in a data analytics capacity across client engagements.
Added 3 hours ago
CC
Transportation Specialist
Canadian Cancer Society
Toronto, ON
- Part-time
Extensive background in fleet support, communications, community services, client support, evaluation and volunteer relationships will lead to success or asset to this role.
Added 3 hours ago
AN
Registered Psychiatric Nurse (RPN) - Full-Time
A New Tomorrow Treatment Solutions Ltd.
Kamloops, BC
- Full-time
…biopsychosocial(biological/psychological/social) and spiritual lens, our dedicated team incorporates a client centered compassionate approach. Utilizing a solution focused, holistic,…
Added 3 hours ago
AN
Licensed Practical Nurse (LPN) - Casual
A New Tomorrow Treatment Solutions Ltd.
Kamloops, BC
- Part-time
…biopsychosocial(biological/psychological/social) and spiritual lens, our dedicated team incorporates a client centered compassionate approach. Utilizing a solution focused, holistic,…
Added 3 hours ago
AN
Registered Nurse (RN) - Casual
A New Tomorrow Treatment Solutions Ltd.
Kamloops, BC
- Part-time
…biopsychosocial(biological/psychological/social) and spiritual lens, our dedicated team incorporates a client centered compassionate approach. Utilizing a solution focused, holistic,…
Added 3 hours ago
AN
Registered Nurse (RN) - Full-Time
A New Tomorrow Treatment Solutions Ltd.
Kamloops, BC
- Full-time
…biopsychosocial(biological/psychological/social) and spiritual lens, our dedicated team incorporates a client centered compassionate approach. Utilizing a solution focused, holistic,…
Added 3 hours ago
AN
Licensed Practical Nurse (LPN) - Full-Time
A New Tomorrow Treatment Solutions Ltd.
Kamloops, BC
- Full-time
…biopsychosocial(biological/psychological/social) and spiritual lens, our dedicated team incorporates a client centered compassionate approach. Utilizing a solution focused, holistic,…
Added 3 hours ago
AN
Registered Psychiatric Nurse (RPN) - Casual
A New Tomorrow Treatment Solutions Ltd.
Kamloops, BC
- Part-time
…biopsychosocial(biological/psychological/social) and spiritual lens, our dedicated team incorporates a client centered compassionate approach. Utilizing a solution focused, holistic,…
Added 4 hours ago
LT
Stretch Specialist
Life Time Inc.
Ajax, ON
- Full-time
Develops safe, professional, and comprehensive client programs that drive client goal achievement and retention
Added 4 hours ago
A
Hearing Aid Specialist or Audiologist
Amplifon
Chilliwack, BC
- Full-time
We are seeking a Hearing Instrument Specialist or Audiologist who is ready to join an organization that combines passion and performance to shape a better world. As a Global Top Employer…
Added 4 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Serve as the primary compensation resource for the COO Sales client group. Partner with COO PBPs, who lead the business relationship, along with People Consultants (PCs) and Talent…
Added 4 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Serve as the primary compensation resource for the COO Sales client group. Partner with COO PBPs, who lead the business relationship, along with People Consultants (PCs) and Talent…
Added 5 hours ago
A
Ingénieur En Logiciel Embarqué
Actalent
Montreal, QC
- $50 to $60 CAD / hour
- Contract
Added 5 hours ago
BT
Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 5 hours ago
BT
Co-Op Staff Accountant
Baker Tilly Canada
Victoria, BC
- Contract
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 6 hours ago
TI
Digital Marketing Specialist, Search
Trader Interactive
Toronto, ON
- Full-time
The Search Services Specialist is responsible for analyzing and implementing campaigns that will bring our dealers' websites front and center for consumers to uncover quickly in their…
Added 6 hours ago
H
Civil Engineer
HDR
Richmond Hill, ON · Toronto, ON
- Full-time
…enabling innovation. As part of HDR’s Building Engineering Services Group, you’ll help design the critical infrastructure that supports the digital age and shapes the spaces where people…

Conexus Credit Union

Wealth Specialist

Macklin, SK, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 4, 2026
Experience: 3+ years of investment and financial service experience
Posting language: English
Posted: Nov 4, 2026

Original job description

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. Learn more about our diverse team across Saskatchewan.

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.

The Bigger Picture

We’re looking for a Wealth Specialist to join our Thrive Wealth Management team in Macklin or Kindersley, Saskatchewan who is passionate about providing new and existing clients with holistic wealth advice and planning. In this role, you’ll work with an experienced team of credit union employees and internal colleagues to service and grow a 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.

How you’ll be spending your time:

Developing and maintaining strong, long-term relationships with clients through advice-led conversations and planning-based solutions.
Providing expert advice by thoroughly understanding client goals, financial circumstances, and risk tolerance.
Identifying 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.
Collaborating 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 networking 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.

Now that you know how you will be spending your time; we will sweeten the deal. You will have the flexibility to set up your practice with access to support that will allow you to focus on advice and planning for your clients and members. This includes access to support and resources for marketing, technology, human resources, office management, and property and facilities.

The way people describe you:

You're passionate about helping people achieve financial success and take pride in building meaningful relationships along the way. Driven, self-motivated, and results-oriented, you have a knack for uncovering client needs and connecting them with the right advice and solutions. Others know you as a confident networker who easily builds trust, develops referral partnerships, and creates new opportunities. Above all, you're committed to continuous learning and growth, always looking for ways to enhance your expertise and better serve your clients.

The experience you bring:

3+ years of investment and financial service experience
Post-secondary education in business, finance, or a related discipline, or a combination of education and relevant experience
Demonstrated experience delivering investment advice and advice-led sales within a regulated environment
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

Compensation:

Comprehensive compensation including salary, commission, and bonus.

Benefits And Perks

The success of our clients relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits include, but are not limited to:

Generous vacation benefits with additional paid time off, giving you time to spend on what’s most important to you.
Competitive benefit package options, covering all aspects of personal wellness.
Pension matching to support you towards retirement.
Preferred rates for all your banking needs, helping to make life more affordable.
Introductions from partner credit unions -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 isn’t offered by the credit union.
Operational Costs- Thrive covers the operational cost (computers, office space/supplies, CRMs, etc.) of doing business so our team can focus on building relationships with clients and help them reach their wealth goals.

We are excited to welcome candidates who bring a blend of academic, professional, and volunteer experience that sets them apart. Research shows that many applicants only apply if they meet every qualification of the role. However, we encourage you to consider the roles that most closely align with your skillset and experience. We truly value diverse backgrounds and experiences, as we are dedicated to creating inclusive and diverse workplaces. This opportunity closes on November 16, 2026, so apply now! If you have questions about this position, please contact Aubrie Houk at jobs@conexus.ca.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Apply About employer

More about this job

Responsibilities

Build and maintain long-term client relationships by understanding financial goals, circumstances, and risk tolerance, then providing tailored investment and wealth-planning advice. Grow a book of business through prospecting, credit union referrals, professional networking, and collaboration with internal and external partners.

Requirements

Applicants need at least three years of investment or financial services experience, post-secondary education in business, finance, or a related field (or equivalent relevant experience), and a record of delivering investment advice and sales results in a regulated environment. They must have the IFIC or Canadian Securities Course and be eligible to register to sell mutual funds; a CFP designation or willingness and eligibility to obtain one is required.

Skills

Wealth Planning
Investment Advice
Financial Planning
Needs Assessment
Risk Assessment
Investment Sales
Business Development
Prospecting
Networking
Referral Partnerships
Client Portfolio Growth
Retirement Planning
Estate Planning
Mutual Fund Sales
Professional Integrity

Benefits

Paid Vacation
Additional Paid Time Off
Health Benefits
Pension Matching
Preferred Banking Rates
Marketing Support
Technology Support
Human Resources Support
Office Management Support
Office Space and Supplies

Visa sponsorship

Not detected in the job text

Hiring contact

Aubrie Houk

Keywords

Wealth Management
Wealth Planning
Investment Advice
Financial Planning
Retirement Planning
Estate Planning
Protection Advice
Mutual Funds
Canadian Securities Course
IFIC
Certified Financial Planner
CFP
Investment Management
Regulated Environment
Advice-Led Sales
Risk Tolerance
Business Development
Prospecting
Referral Partnerships
Credit Union
Book of Business
Networking
Centers of Influence
Financial Services

Report this job