Wealth Planner

At Thrive Wealth, 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 detailed-oriented, relationship-focused, and strategic professional to come on board as our Wealth Planner. In this role, you'll work closely with advisors and clients to develop comprehensive financial plans that bring long-term goals to life through clear, actionable strategies. By providing deep planning expertise and uncovering opportunities to strengthen wealth solutions, you'll help clients build confidence in their financial future while supporting the continued growth and success of Thrive Wealth.

How you’ll spend your time:

• Preparing, customizing, and delivering comprehensive financial plans that help clients achieve their goals.
• Conducting detailed financial analyses to identify opportunities related to investments, retirement planning, insurance, estate planning, and overall wealth management.
• Collaborating with the advice and sales teams to develop customized planning strategies that enhance client outcomes.
• Participating in client conversations, as appropriate, to explain planning recommendations and support meaningful advice discussions.
• Acting as a financial planning resource for the advisory team by sharing expertise, best practices, and guidance on planning tools and methodologies.
• Identifying opportunities for asset consolidation, insurance solutions, and additional planning needs, and partnering with advisors to bring those opportunities to life.
• Supporting consistency and quality across Thrive Wealth by ensuring financial plans are accurate, well-documented, and aligned with planning standards.

The way people describe you:

You're a relationship-focused financial planning professional who enjoys turning complex financial information into clear, actionable strategies that help clients achieve their goals. Known for your analytical mindset and attention to detail, you take pride in delivering high-quality plans that are both thorough and practical. You enjoy collaborating with advisors and specialists, sharing your expertise, and helping elevate the planning experience for both clients and colleagues. Most importantly, you're driven by creating meaningful outcomes and building confidence in the financial decisions people make for their future.

The experience you bring:

• Post-secondary education in business, finance, or related discipline
• 3+ years of experience in financial planning within a wealth management or financial services environment, with demonstrated experience preparing and delivering comprehensive financial plans
• Certified Financial Planner (CFP) designation is required
• Experience in estate planning, tax planning, or trust services is an asset
• Working knowledge of investment, insurance, and retirement planning concepts
• Understanding of regulatory and compliance requirements applicable to financial planning and advice support

Salary range:

$72,590 - $90,740 with 12% Short Term Incentive Target

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.

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 September 20, 2026, so apply now! If you have questions about this position, please contact Aubrie Houk at jobs@conexus.ca.

Thrive Wealth Management offers investment products through Aviso Financial Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 

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