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Added 1 min ago
HE
Entry level Event Assistant
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
This isn’t a desk-based position. You’ll be interacting directly with customers at pop-up events, shopping malls and other busy locations - starting conversations, building interest and…
Added 1 min ago
HE
Entry level Marketing Associate
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
We bring brands to life through face-to-face marketing, promotional events, and customer engagement campaigns. We help our clients connect with their audiences through real conversations,…
Added 1 min ago
HE
Marketing Management Trainee
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
At Hype Events, we bring brands into the real world through face-to-face marketing, event campaigns, and genuine customer connections. As our Toronto team continues to grow, we’re looking…
Added 1 hour ago
A
Product Manager (Bangkok-based)
Agoda
Vancouver, BC
- Full-time
By applying to this role, you'll be considered for a role either in User Experience, Marketing, Finance or Supply product vertical. The goal is to match you with the team that best aligns…
Added 1 hour ago
RK
Preschool Cook
Raffles Kidz International
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
Preparing of food, snacks and beverages for parents and children during school events or marketing activities
Added 1 hour ago
CC
Leadership Development Program (Canada)
Chick-fil-A Corporate Support Center
Mississauga, ON
- Full-time
…Inc.-Operated Restaurants during their time in the Interim Manager…
Added 1 hour ago
J
Senior Product Manager - LPO & Analytics
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Product Manager – LPO & Analytics based in Canada.
Added 1 hour ago
J
Senior Product Management Director
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Product Management Director based in Canada.
Added 2 hours ago
NB
Residential Mortgage Specialist
National Bank of Canada
Regina, SK
- Full-time
Added 2 hours ago
TM
Manager Admin & Operations
Toronto Metropolitan University
Toronto, ON
- Full-time
…manage daily operations, including facilities, human resources, marketing and communications and visitor experience. They will lead the coordination of events and public programming,…
Added 2 hours ago
NB
Mortgage Developement Manager
National Bank of Canada
Quebec, QC
- Full-time
Added 2 hours ago
RS
TV Traffic Coordinator
Rogers Sports & Media
Toronto, ON
- Full-time
Copy/Scheduling includes but is not limited to, quality assurance, commercial scheduling (execute agency, marketing and client campaigns.), last minute changes, commercial dubbing requests,…
Added 3 hours ago
NR
Children’s Services Program Supervisor
Niagara Region
ON · Niagara, ON
- Contract
Minimum of 5 years’ experience in an Early Childhood Education position
Added 3 hours ago
LC
Outbound Sales Development Representative - Retail
Lightspeed Commerce
Toronto, ON
- Full-time
Providing feedback to marketing and sales teams based on prospect conversations to help refine outbound strategies.
Added 4 hours ago
ID
Senior Vice President (SVP) – Client Partner
Intellect Design Arena Ltd
Vancouver, BC
- $240,000 to $260,000 CAD / year
- Full-time
Position Title: Senior Vice President (SVP) – Client Partner
Added 4 hours ago
MN
Reset Merchandiser
Mosaic North America
Sudbury, ON · Greater Sudbury, ON
- Part-time
…enhance relationships with Store and Department Managers. This position is an excellent opportunity for someone who is looking to work daytime hours, doesn't mind occasional travel, and is…
Added 4 hours ago
VF
Exec Assistant & Business Coordinator, PCS
Ventum Financial
Vancouver, BC
- $75,000 to $80,000 CAD / year
- Full-time
This position offers direct collaboration with senior leadership and the opportunity to contribute across the Private Client Services business and business operation - from advisor…
Added 4 hours ago
TA
Director; Business Development Canada
Top Aces
Canada
- Full-time
Collaborate with other department or inter-company leaders, engineers, financial analysts and maintainers to develop new marketing strategies and business development opportunities;
Added 5 hours ago
T
Business Development Manager
Tru
Toronto, ON
- Full-time
Tru Inc. is seeking a Business Development Manager. We have one (1) permanent position available for an immediate start. This position reports to the Chief Revenue Officer.
Added 5 hours ago
FCC Program Coordinator - FT Temp
Town of Canmore
Canmore, AB
In this dynamic position, the Program Coordinator provides front-line reception and client support, offering information and referrals to community resources. They take initiative in…
Added 5 hours ago
T
Account Manager
Tru
Toronto, ON
- Full-time
…someone with strong experience in client services, digital marketing, technology consulting, or enterprise agency environments who is ready to take greater ownership of strategic client…
Added 6 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
…wide range of issues clients face at their facilities. In this position, you will serve the City Wide Facility Solutions - Vancouver, one of over 100 locations across Canada and the United…
Added 6 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
…wide range of issues clients face at their facilities. In this position, you will serve the City Wide Facility Solutions - Vancouver, one of over 100 locations across Canada and the United…
Added 6 hours ago
T
QA Engineer- Salesforce Marketing Cloud (SFMC)
Tru
Toronto, ON
- Full-time
Tru Inc. is seeking a QA Engineer- Salesforce Marketing Cloud (SFMC). We have one (1) permanent position available for an immediate start.
Added 6 hours ago
MN
Grocery Merchandiser
Mosaic North America
Levis, QC
- Part-time
Acosta Group is a collective uniting the most trusted retail, marketing, and foodservice agencies - Acosta, ActionLink, CORE Foodservice, CROSSMARK, Mosaic, Premium Retail Services, and…

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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