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Added 55 mins ago
L
Murex specialist
Luxoft
Toronto, ON
- $6,000 to $11,000 CAD / month
- Full-time
Participate in the business as usual and project support: follow-up of client open cases through email, CRM portal, phone-calls and on-site visits
Added 1 hour ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…
Added 1 hour ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…
Added 2 hours ago
PH
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Toronto, ON
- Temporary
…early the need to conference with the RN for evolving patient/client instability or for support in determining next steps in a…
Added 2 hours ago
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- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
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Administrative Assistant
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Senior Middleware Specialist
BuzzClan
ON · Ontario, Canada
- Contract
The specialist will work closely with technical teams, business stakeholders, infrastructure teams, and application support groups to deliver secure, scalable, reliable, and high-performing…
Added 5 hours ago
C
Client Engagement Associate
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Port Mcneill, BC
- Full-time
…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
Added 6 hours ago
TW
Manager, Wealth Advice and Planning
Thrive Wealth Management
Regina, SK
- Full-time
…play a key role in providing leadership, direction and ongoing support to the Wealth Specialist or Advisory team. You will be leading high-performing teams to deliver sustainable growth,…
Added 6 hours ago
TW
Wealth Specialist
Thrive Wealth Management
Regina, SK
- Full-time
Providing expert advice by thoroughly understanding client goals, financial circumstances, and risk tolerance.
Added 6 hours ago
TW
Manager, Wealth Advice and Planning
Thrive Wealth Management
Regina, SK
- Full-time
…play a key role in providing leadership, direction and ongoing support to the Wealth Specialist or Advisory team. You will be leading high-performing teams to deliver sustainable growth,…
Added 6 hours ago
C
Client Engagement Associate
CIBC
Ganges, BC · BC · Salt Spring Island-Ganges
- Full-time
…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
Added 8 hours ago
IG
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Insight Global
Montreal, QC
- $40 to $50 CAD / hour
- Contract
Our client is seeking a Contracts Administrator / Contracts Specialist to support contract review, risk analysis, negotiation, and administration activities across a portfolio of domestic…
Added 8 hours ago
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Baker Tilly Canada
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- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 8 hours ago
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Manager
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Moncton, NB · Greater Moncton, NB
- Full-time
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Added 10 hours ago
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Regina, SK
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Added 10 hours ago
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Client & Sales Specialist
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Hamilton, ON · Mississauga, ON
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We are looking for a highly motivated, personable, and sales-driven Client & Sales Specialist to join our growing mental health clinic. This is a sales-focused client care role responsible…
Added 11 hours ago
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Refer your clients to your specialist colleagues for their specific needs.
Added 11 hours ago
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Senior Advisor in Estate Planning
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references in estate planning for the client advisory team of one of the
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Added 13 hours ago
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Information Technology Service Desk
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Added 14 hours ago
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Senior Manager Media and Business Development
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- Full-time
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Added 15 hours ago
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Assurance and Advisory Manager – Audit
Baker Tilly Canada
Dartmouth, NS
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 15 hours ago
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Thrive Wealth Management

Wealth Specialist

Regina, SK, Canada

Full-time

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Job details

Job type: Full-time
Experience: 3+ years of investment and financial service experience
Posting language: English
Posted: Sep 15, 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 two Wealth Specialists to join our Thrive Wealth Management team in Regina who are 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 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.

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
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 October 5, 2026, so apply now! If you have questions about this position, please contact Aubrie Houk at jobs@conexus.ca.

^#DNP

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

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More about this job

Responsibilities

The Wealth Specialist will develop and maintain long-term client relationships by providing holistic wealth advice and planning solutions. They are responsible for growing a book of business through proactive prospecting, credit union referrals, and strategic networking.

Requirements

Candidates must have at least 3 years of investment and financial service experience and hold a post-secondary degree in a relevant discipline. A Certified Financial Planner (CFP) designation or the willingness to obtain it, along with IFIC or Canadian Securities Course certification, is required.

Skills

Wealth planning
Investment advice
Retirement savings
Estate planning
Protection advice
Relationship management
Financial advice
Business development
Networking
Sales
Client prospecting
Portfolio management
Financial analysis
Risk tolerance assessment

Benefits

Generous vacation benefits
Paid time off
Competitive benefit package
Pension matching
Preferred banking rates
Operational cost coverage

Visa sponsorship

Not detected in the job text

Hiring contact

Aubrie Houk

Keywords

Wealth Management
Financial Planning
Investment Advice
Retirement Savings
Estate Planning
Mutual Funds
Aviso Wealth
Credit Union
Business Development
Client Relations
Sales
Networking
CFP
IFIC
Canadian Securities Course
Financial Services
Portfolio Growth
Risk Tolerance
Relationship Management
Financial Security

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