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.â

Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Unionâserving members of credit unions and their communities.âTrusted financial guidanceâis core to what we provide forâourâclients including wealth planning investment advice retirement savings estate planning and protection advice.ââ

We share the values that our credit union partnersâdemonstrate while providingâthe professionalismâand 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.âLearn more about our diverse team across Saskatchewan.ââ

We acknowledge that our Thrive offices and facilities areâlocatedâon Treaty 2 4 5 6 8 and 10 lands. These are the traditional lands of the Cree Dakota Dene LakotaâNakotaâand Saulteaux peoples as well as the homeland of the Métis.â

The bigger picture:ââ

Wereâlooking for aâhigh performing results driven leaderâto come on board as ourâManager Wealth Advice and Planning.âIn this role you willâplay a key role in providing leadership direction and ongoing support to the Wealth Specialist or Advisory team.âYou 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.

Howâyoullâspend your time:ââ

• Leading coaching andâdeveloping Wealth Specialists or Advisors to buildâconfidentâadvice focusedâcapabilitiesâand grow strong client relationships
• Executing succession planningâand talent development and engagement to ensure long term capability across the teamâ
• Leading and executing growth initiatives for the team aligned with Thrives growth strategy
• Building andâmaintainingâstrong partnerships across Thrive Conexus and external partners to support growth objectivesâ
• Ensuring growth initiatives and advisory practices are compliant with regulatory requirements company policies and legislationââ

The way people describe you:ââ

You are aâproactiveâvalue-driven leaderâwith proven experience in driving sales results and supporting advisory development and performance. âYou drive business developmentâthrough advice-led planning and referralsâto expandâclientârelationshipsâand support sustainable growth.âYou collaborate effectivelyâwith internal and external stakeholdersâto support the execution of growth strategies.â

The experience you bring:ââ

• Minimum 5 yearsâof experienceâinâthe financial industryâwith progressive responsibility in wealth management or financial adviceâ
• 3 years of experience leading professional advisory or planning teams and driving consistent execution across teamsâ
• Relevant post-secondary education inâbusinessâfinanceâor a related disciplineâ
• Recognized wealth industry designation (CFP CIM)â
• Mutual Fund or Investment (INV) registration is required

Salaryârange:â

$98590 - $132529 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.

Benefits andâperksâ

The success of ourâclientsârelies heavily on the performance and accomplishments of our employees.âThatsâwhy we prioritize offering our team a variety ofâperksâand benefits designed to support their success and well-being both at work and in their personal lives. Some of theseâadditionalâbenefits include but are not limited to:â

• Generous vacation benefits withâadditionalâpaid time off giving you time to spend onâwhatsâmost important to you.â
• Competitive benefit package options covering all aspects of personal wellness.â
• Pension matching to support you towards retirement.â
• Preferred rates for all your banking needs helping to make life more affordable.â

We are excited to welcome candidates who bring a blend of academic professionalâand volunteer experience that sets them apart.âResearch shows that many applicants only apply if they meet every qualification of the role. Howeverâwe encourage you to consider the roles that most closely align with your skillset and experience.âWeâtrulyâvalue diverse backgrounds and experiences as we are dedicated to creatingâinclusive and diverse workplaces.ââThis opportunity closes onâJuly 14 2026âsoâapplyânow!âIf you have questions about this positionâpleaseâcontact Heather Howland atâ.â

Mutual funds and other securities are offered through Aviso Wealth a division of Aviso Financial Inc.ââ

Required Experience:

Manager

Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 98590 - 132529