Wealth Planner

We're looking for adetailed-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.

• 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.

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.

• 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

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

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.

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