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Added 3 hours ago
NB
Head of Compliance NBFWM
National Bank of Canada
Montreal, QC
- Full-time
NBFWM is one of Canada’s largest investment dealers and is distinguished by its entrepreneurial business model. By supporting nearly 950 investment advisors with diverse business practices,…
Added 3 hours ago
NB
Contract Implementation Coordinator
National Bank of Canada
Montreal, QC
- Full-time
National Bank Insurance offers financial services and distributes individual insurance, group insurance, and investment products through a network of financial security advisors operating…
Added 7 hours ago
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Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 12 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection…
Added 12 hours ago
TW
Wealth Planner
Thrive Wealth Management
Regina, SK
- Full-time
Identifying opportunities for asset consolidation, insurance solutions, and additional planning needs, and partnering with advisors to bring those opportunities to life.
Added 12 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection…
Added 13 hours ago
BA
RIBO Licensed Insurance Broker
BIG Acton
Acton, ON
- Contract
Every client you earn, every relationship you strengthen, and every renewal you retain represents an investment of your time and expertise. At Billyard Insurance Group – Acton, that effort…
Added 18 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 18 hours ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
with investment advisors and financial planners to promote industry best
Added 18 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
Work closely with financial planners, banking advisors and investment specialists to offer an integrated client experience.
Added 18 hours ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
involves supporting NBF clients and Investment Advisors (IAs) with their estate
Added 21 hours ago
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Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
…product family and directly own Advisor Hub ACP, which serves advisors at ACP introducing brokers and portfolio management firms. You will also manage and coach three Product Owners who own…
Added 1 day ago
Financial Planner
Richardson Wealth Ltd
Toronto, ON
…offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our…
Added 1 day ago
NB
Operation Agent
National Bank of Canada
Victoria, BC
- Full-time
…mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. You will report to the Regional…
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Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 2 days ago
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Senior Delivery Manager, Temporary
Aviso
Toronto, ON
- Temporary
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 2 days ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 2 days ago
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Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Processing insurance and investment new business and in-force service work from start to finish, ensuring accuracy and timely follow-up.
Added 2 days ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…combination of the following, Mutual fund division account, Investment dealer account and ISI products, Estates, IG Legacy Products, Mortgage, Investment Dealer transition, Banking and…
Added 2 days ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
…combination of the following, Mutual fund division account, Investment dealer account and ISI products, Estates, IG Legacy Products, Mortgage, Investment Dealer transition, Banking and…
Added 2 days ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- Remote
Conduct onsite and/or remote examinations of CIRO (both mutual funds and investment), branch and sub-branch locations of our dealer business
Added 2 days ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
…combination of the following, Mutual fund division account, Investment dealer account and ISI products, Estates, IG Legacy Products, Mortgage, Investment Dealer transition, Banking and…
Added 2 days ago
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Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
Conduct onsite and/or remote examinations of CIRO (both mutual funds and investment), branch and sub-branch locations of our dealer business

Thrive Wealth Management

Wealth Planner

Regina, SK, S7K 0Z1, Canada

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

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Job details

Pay: $72,590 - $90,740 with 12% Short Term Incentive Target
Job type: Full-time
Posting language: English
Posted: Sep 4, 2026

Original job description

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.

^#DNP

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More about this job

Responsibilities

The Wealth Planner will develop and deliver comprehensive financial plans by conducting detailed analyses of client goals and financial situations. They will collaborate with advisory teams to provide expert guidance on investments, retirement, insurance, and estate planning to ensure consistent and high-quality client outcomes.

Requirements

Candidates must possess a post-secondary education in business or finance and at least 3 years of experience in financial planning. A Certified Financial Planner (CFP) designation is required for this role.

Skills

Financial planning
Investment advice
Retirement savings
Estate planning
Insurance solutions
Financial analysis
Wealth management
Strategic planning
Regulatory compliance
Asset consolidation
Tax planning
Trust services
Communication
Analytical mindset
Attention to detail

Benefits

Vacation benefits
Paid time off
Benefit package
Pension matching
Banking discounts

Visa sponsorship

Not detected in the job text

Hiring contact

Aubrie Houk

Keywords

Wealth Planner
Financial Planning
Wealth Management
CFP
Certified Financial Planner
Investment Management
Retirement Planning
Estate Planning
Insurance
Tax Planning
Trust Services
Financial Analysis
Compliance
Asset Consolidation
Credit Union
Relationship Management
Strategic Planning
Financial Services

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