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Added 7 mins ago
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Biobank Specialist
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Reporting to the Provincial Manager, Healthy Future Sask, the Biobank Specialist is a provincial position responsible for the design, development, implementation, training, management,…
Added 8 mins ago
GL
Customer Solutions Specialist
goeasy Ltd.
Prince George, BC
- Full-time
Internal development training programs and platforms including job-specific training, career coaching, leadership excellence, mentorship, and many others.
Added 8 mins ago
MR
Credit-Free Instructor, Microsoft Word
Mount Royal University
Calgary, AB
- Part-time
Mount Royal University’s Faculty of Continuing Education has provided high quality education to the Calgary community and beyond for more than 75 years. Serving more than 30,000 students…
Added 8 mins ago
MR
Credit-Free Instructor, Microsoft Excel
Mount Royal University
Calgary, AB
- Part-time
Mount Royal University’s Faculty of Continuing Education has provided high quality education to the Calgary community and beyond for more than 75 years. Serving more than 30,000 students…
Added 8 mins ago
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Document Control Specialist
Allnorth Consultants Limited
Calgary, AB
- Full-time
Career Growth: Access professional development and learning opportunities to help you reach your full potential
Added 8 mins ago
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Engineering Specialist, Facilities (Compression)
SaskEnergy
Regina, SK
- Full-time
Must have a continuing record of professional development and continuous learning. Knowledge of broader facilities systems, including process equipment, gas dehydration, piping,…
Added 8 mins ago
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Service Ontario - Bilingual Customer Support Specialist - French and English
Staples Canada
Toronto, ON · Scarborough, ON
- $18.2 to $20.15 CAD / hour
- Full-time
…services to our store locations. This collaboration streamlines and enhances our customer experience by providing a range of ServiceOntario services. Customers can access a variety of…
Added 38 mins ago
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Specialiste en certification de système carburant avion / Fuel Certification Specialist
Airbus
Mirabel, QC · Montreal, QC
- Full-time
Added 38 mins ago
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Spécialiste principal(e), Apprentissage et Développement, Canada / Senior Specialist, Learning & Development, Canada
Merck Canada
Kirkland, QC
- Full-time
Added 53 mins ago
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Full-time Student Success Specialist, ACCE
Algonquin College
Ottawa, ON
- Full-time
Reporting to the Associate Chair, the Student Success Specialist plays a vital part in a student's academic success and is an important position in the strategic enrolment management…
Added 53 mins ago
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Full-time Student Success Specialist
Algonquin College
Ottawa, ON
- Full-time
Reporting to the Associate Chair or Academic Manager, the Student Success Specialist plays a vital part in a student's academic success and is an important position in the strategic…
Added 1 hour ago
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Senior Marketing Specialist, CX & Membership Marketing
Co-op
Saskatoon, SK
- Full-time
We help local Co-ops grow and thrive by offering a range of professional services, including marketing, market research, information technology, human resources, accounting, risk…
Added 1 hour ago
Senior Director, Technology Risk Assessments
Scotiabank
Toronto, ON
Establish targeted post-implementation assurance for selected material controls, using authoritative evidence from accountable control owners and specialist functions.
Added 1 hour ago
Installation Engineering Specialist
Alstom
Toronto, ON
Benefit from our investment in your development through award-winning learning opportunities
Added 1 hour ago
BC
Financial Solutions Specialist - Burnaby Branch
Beem Credit Union
Burnaby, BC
- Full-time
Actively participate in advisory practice development, continuous learning, and professional growth initiatives.
Added 1 hour ago
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Acquisition Marketing Manager
SickKids Foundation
Toronto, ON
- Full-time
…Canada's largest charitable funder of child health research, learning and care, raising over $200 million last year. As a national charity, SickKids Foundation invests in national and…
Added 1 hour ago
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Spécialiste principal(e), Apprentissage et Développement, Canada / Senior Specialist, Learning & Development, Canada
Merck
Kirkland, QC
- Full-time
Added 1 hour ago
GD
Manufacturing Engineering Specialist, Intermediate
General Dynamics Missions System International
Ottawa, ON
- Full-time
Career development through learning platforms, educational assistance, mentoring, and reimbursement of professional memberships.
Added 1 hour ago
FC
Senior Marketing Specialist, CX & Membership Marketing
Federated Co-operatives Limited
Saskatoon, SK
- Full-time
We help local Co-ops grow and thrive by offering a range of professional services, including marketing, market research, information technology, human resources, accounting, risk management…
Added 1 hour ago
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HR Specialist - TA Products
TD
Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 1 hour ago
GD
Manufacturing Engineering Specialist, Intermediate
General Dynamics Mission Systems–Canada
Ottawa, ON
- Full-time
Career development through learning platforms, educational assistance, mentoring, and reimbursement of professional memberships.
Added 2 hours ago
Document Governance Specialist (Hybrid)
First West
Langley (District), BC · Langley, BC
The Document Governance Specialist is responsible for overseeing the end-to-end process of document governance including the completion of the annual review cycle. This position is…
Added 2 hours ago
Director, Life Underwriting
The Canada Life Assurance Company
Canada
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 2 hours ago
TM
Entity Compliance Specialist / Spécialiste de la conformité des entités
The Maples Group (Financial Services)
Montreal, QC
- Full-time
…world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a global…
Added 2 hours ago
QU
Data Governance Specialist
Queen's University
Kingston, ON
- $80,569 to $99,974 CAD / year
- Temporary
Are you interested in participating in Queen's vision for leveraging data for Decisions, Analytics and AI? Queen's University is implementing a multi-year roadmap to use data and emerging…

Conexus Credit Union

Wealth Specialist

Macklin, SK, Canada

Full-time

Apply About employer

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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

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