Manager, Wealth Advice and Planning

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 Unionserving members of credit unions and their communities. Trusted financial guidance is core to what we provide forourclients – 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 arelocatedon Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota,Nakotaand Saulteaux peoples, as well as the homeland of the Métis.

We’re looking for ahigh performing, results driven leader to come on board as our Manager, Wealth Advice and  this role, you willplay 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, strengthen advice and planning capability and drive business development that result in positive client outcomes.

• Leading, coaching and developing Wealth Specialists or Advisors to buildconfident,advice focusedcapabilitiesand grow strong client relationships
• Executing succession planning and talent development and engagement to ensure long term capability across the team
• Leading and executing growth initiatives for the team aligned with Thrive’s growth strategy
• Building and maintaining strong partnerships across Thrive, Conexus and external partners to support growth objectives
• Ensuring growth initiatives and advisory practices are compliant with regulatory requirements, company policies and legislation

You are aproactive,value-driven leader with proven experience in driving sales results and supporting advisory development and performance. You drive business development through advice-led planning and referrals to expandclientrelationshipsand support sustainable growth.

You collaborate effectively with internal and external stakeholders to support the execution of growth strategies.

• Minimum 5 yearsof experienceinthe financial industry,with progressive responsibility in wealth management or financial advice
• 3 years of experience leading professional advisory or planning teams and driving consistent execution across teams
• Relevant post‑secondary education in business, finance or a related discipline
• Recognized wealth industry designation (CFP, CIM)
• Mutual Fund or Investment (INV) registration is required

$98,590 - $132,529 with 17% Short Term Incentive Target

Various Thrive locations in Saskatchewan will be considered however not all locations may be able to accommodate this role.

The success of ourclientsrelies heavily on the performance and accomplishments of our employees.

That’swhy we prioritize offering our team a variety ofperksand benefits designed to support their success and well-being both at work and in their personal lives. Some of theseadditionalbenefits include,…