Wealth Specialist - Moose Jaw, Canada - Thrive Wealth Management

Thrive Wealth Management
Thrive Wealth Management
Verified Company
Moose Jaw, Canada

1 week ago

Sophia Lee

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Sophia Lee

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Description
Thrive Wealth Management is a wealth management firm serving members of credit unions and their communities.

Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice.

Our employees are team-oriented individuals and support a relationship-based environment.

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

How you'll be spending your time:

As
Wealth Specialist, you will provide expert advice allowing the clients you work with to make informed decisions that align with their risk appetite.

You will play a key role in the delivery of the world-class member experience that our organization delivers.

In addition to bringing in external business you will benefit from a lead-generating environment with our credit union partners.

As the ultimate team player, you understand that our clients have a variety of needs and, as a result, proactively look to make referrals and introductions whenever it makes sense to do so.

You will focus on internal relationship building both at Thrive and partner Credit Unions to ensure healthy relationships and full pipelines.

Your focus will be on building and maintaining a book of business including:

  • Building a sustainable existing client book contact plan and providing value of advice to clients.
  • Building your professional brand and engaging in activities within your centres of influence to add new clients.
  • Building upon your personal professional development to continue to provide high level expert advice.
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 are passionate and enthusiastic about seeing people achieve financial success.
  • A driven financial services professional, with the ability to provide topnotch advice, solutions, and segmented strategies.
  • You are a selfstarter who expertly leads self.
  • You are resultsoriented who can uncover needs and position appropriate solutions to clients.
  • You can build relationships and reach out to referral networks with ease.
  • You have a desire and dedication to continuously learn new skills.

The experience you bring:


  • 3+ years of investment and financial service experience
  • A proven track record of delivering sales results
  • IFIC or Canadian Securities Course Licensed through MFDA
  • Certified Financial Planner designation (CFP) or eligibility to obtain is required

What you'll get:

-
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.
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Compensation
  • Competitive salary and commission model and total rewards package

-
Work/Life Fit
  • You won't be chained to your desk, we trust you to manage your own daytoday schedule. In addition to regular vacation time, we offer Thrive-Time (10 days per year), which allows you to disconnect from work for smaller periods throughout the year.

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Wellness & Benefits
  • Your choice of flexible or comprehensive package. Annual $200 towards wellness activities per year.
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Pension- 7% matching to our CSS Pension Plan
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Learning & Development
  • You will be supported by leaders who want to see you succeed. They commit to investing in you as you invest in the financial wellbeing of our members and clients. Your leader will work with you to create a formal L&D plan that may cover costs and paid time off for training or travel. We also provide formal coaching, networking and mentorship opportunities.
All responses are appreciated, however only those invited for an interview will be contacted.

  • Conexus and Cornerstone offers investment products through the Credential Asset Management Inc. and Credential Securities. Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential is a registered mark owned by Aviso Wealth Inc._
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