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Added 24 mins ago
TT
Air and Ocean Supervisor
Top Tier Talent Group
Brampton, ON
- Full-time
Conduct employee performance reviews and identify opportunities for professional development.
Added 24 mins ago
BT
Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 24 mins ago
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Maintenance Manager
Civeo
AB · Edmonton International Airport
- Full-time
At Civeo, our employees are the cornerstone of our success. As a global workforce accommodation specialist, we help individuals maintain healthy, productive, and connected lives while…
Added 54 mins ago
MC
Spécialiste principal, Économie de la santé et étude des résultats thérapeutiques / Senior Specialist, Health Economics Outcomes Research
Merck Canada
Kirkland, QC
- Full-time
Responsible for planning and development of product related economic and value evidence strategy.
Added 54 mins ago
RT
Workshop Engineer
Royal Terberg Group
Halifax, NS
- Full-time
Undertake any other duties consistent with the purpose of this job or to support the needs of the business.
Added 1 hour ago
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Civil Engineer
HDR
Richmond Hill, ON · Toronto, ON
- Full-time
Function as a Technical Specialist or Project Coordinator as needed
Added 1 hour ago
AT
Commission-Based Marketing Specialist
Axieo Technologies Inc
Toronto, ON
- Full-time
Role Description The Commission-Based Marketing Specialist is a full-time, on-site role located in Toronto, ON. This role focuses on generating qualified leads and driving sales for Axieo’s…
Added 1 hour ago
D
Specialist, Resource Management
Deloitte
Toronto, ON
- Full-time
…people can find meaning and opportunity. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and…
Added 2 hours ago
SM
RQ11858 – Oracle Cloud Integration Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly skilled Senior Oracle Cloud Integration Specialist with extensive experience in Oracle Fusion Cloud applications, Oracle Integration Cloud (OIC), Oracle Recruiting…
Added 2 hours ago
SM
RQ11857 – Systems Administrator/Operations Support Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly experienced Senior Systems Administrator / Operations Support Specialist with strong expertise in Oracle Fusion Recruiting Cloud (ORC), Oracle HCM Cloud…
Added 2 hours ago
RB
Senior Financial Specialist
Royal Bank of Canada
Kamloops, BC · Vancouver, BC
- Full-time
As a skilled financing specialist supporting a high performing commercial banking team with portfolio management and compliance support you will contribute to an exceptional client…
Added 2 hours ago
RB
Mortgage Specialist
Royal Bank of Canada
Port Coquitlam, BC · BC · COQUITLAM, British Columbia
- Full-time
Adaptability, Business Development, Client Centricity, Curious Mindset
Added 2 hours ago
M
Spécialiste principal, Économie de la santé et étude des résultats thérapeutiques / Senior Specialist, Health Economics Outcomes Research
Merck
Kirkland, QC
- Full-time
Responsible for planning and development of product related economic and value evidence strategy.
Added 2 hours ago
A
Spécialiste de la paie bilingue / Bilingual Payroll Specialist
ADP
Montreal, QC
- Full-time
Added 3 hours ago
H
Sr Procurement Project Specialist
Honeywell
Markham, ON
- Full-time
As a Sr. Procurement Project Specialist supporting Public‑Private Partnership (PPP / P3) infrastructure projects in Canada, you will serve as the single point of contact (SPOC) for all…
Added 3 hours ago
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Principal Mechanical Engineer - Power
Fluor
Calgary, AB
- Full-time
Support business development, proposals, client presentations, and strategic technical discussions.
Added 3 hours ago
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Senior Technical Specialist
BMO
Toronto, ON · SCC
- Full-time
The Senior Technical Specialist will provide technical leadership and subject-matter expertise for Commercial Credit Risk applications, with a primary focus Commercial lending. The role…
Added 3 hours ago
V
Specialist, Procurement & Supply Chain Process Governance, Risk and Controls
Vale
Canada
- Full-time
This is a permanent position reporting to the Manager, Supply Chain Governance, Controls and Inventory Strategy. The Specialist will play a key role within Vale Base Metals' Procurement and…
Added 3 hours ago
UO
Scientific Assistant
University of Victoria
Victoria, BC
- Full-time
…day-to-day operation of the unit. This position also provides specialist-level advice and training to students, faculty, and teaching assistants in the use of equipment and software in…
Added 3 hours ago
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Training Specialist - Senior
Joblinxsapp
Toronto, ON
- Full-time
The Senior Training Specialist will be responsible for designing, developing, maintaining, and delivering digital learning solutions for both technical and non-technical users. The…
Added 4 hours ago
X
VP, Communications, Brand and Marketing
Xanadu
Toronto, ON
- Full-time
Develop and lead an integrated external communications strategy aligned with Xanadu’s business objectives, technical roadmap, and commercial priorities.
Added 4 hours ago
E9
Manager, Talent Development
E-Comm 9-1-1 | Emergency Communications for British Columbia Incorporated
Vancouver, BC
- $132,267 to $150,000 CAD / year
- Full-time
You will partner closely with executives, leaders, P&C Business Partners and other P&C teams to translate organizational priorities and workforce needs into practical talent and…
Added 4 hours ago
MG
Director, Legal & Loan Operations
MarshallZehr Group Inc.
Waterloo, ON
- $110,000 to $130,000 CAD / year
- Full-time
Lead the assigned team, including Legal Analysts, with responsibility for workload allocation, coaching, performance reviews, and employee development initiatives.
Added 4 hours ago
G
Design Specialist 2 - Buildings
Graham
Calgary, AB
- Full-time
Graham is actively recruiting for a Design Specialist to join our Buildings Division. Reporting to the Senior Design Manager, the Design Specialist oversees the design process from RFQ to…
Added 4 hours ago
EI
Labour Relations Specialist
EBC Inc.
Mississauga, ON
- Full-time
Come join us! EBC is looking to add a Labour Relations Specialist to our Human Resources Team.

Thrive Wealth Management

Wealth Specialist

Kindersley, SK, S0L 1S0, Canada
Macklin, SK, S0L 2C0, 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: 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.

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More about this job

Responsibilities

The Wealth Specialist will provide holistic wealth advice and planning to new and existing clients while growing a book of business through credit union referrals and proactive prospecting. They will collaborate with internal partners to deliver expert financial solutions and maintain long-term client relationships.

Requirements

Candidates must have at least 3 years of investment and financial service experience and hold or be eligible for the Certified Financial Planner (CFP) designation. A post-secondary education in a related field and registration to sell mutual funds are also required.

Skills

Wealth management
Financial planning
Investment advice
Relationship management
Business development
Prospecting
Client advisory
Sales
Networking
Estate planning
Retirement savings
Risk tolerance assessment
Mutual funds
Portfolio management

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
Mutual Funds
CFP
Canadian Securities Course
IFIC
Business Development
Client Relations
Estate Planning
Retirement Savings
Sales
Networking
Credit Union
Financial Services
Portfolio Management
Risk Tolerance
Prospecting
Relationship Management
Wealth Solutions

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