Senior Wealth Associate

At Thrive, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It's more than conducting a banking transaction, it's about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency and are champions of every members success for a thriving Saskatchewan. We do this by lending an ear to each member's unique needs throughout Saskatchewan, ensuring personalized solutions.

Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union 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 curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences. They're 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

We are looking for Senior Wealth Associate to join our team. In this role, you will be supporting Advisor(s) practices as well as providing administrative support to the Thrive team. If you are passionate about customer service, wealth management, and working within a practice then apply for this role today.

How you'll be spending your time:

As a Senior Wealth Associate, you have an integral role in providing a world class customer service experience. You will provide support for general administrative duties including the management of client files and accounts, meeting preparation, report generation and research assistance. You will partner with the Advisors to understand the business goals and support the execution of their business plan. You will develop rapport with clients as well as build trust with external and internal stakeholders. You will maintain compliant client information and become an expert at navigating our CRM and Analytic systems, taking pride in ensuring all interactions meet legislative, regulatory and compliance requirements.

The way people describe you:

You are the ultimate team player, ready to take on a new challenge in the fast-paced wealth management field. Utilizing your excellent written and verbal communication skills, you easily develop relationships with your colleagues and clients. Your detail-oriented nature makes you a natural fit for a role that balances professional interactions, teamwork, and proficient administrative support.

The experience you bring:

• Post-secondary education
• 2+ years of experience in insurance or wealth industry
• CIRO license is required
• CRM experience is an asset
• Demonstrated partnership and business building activities
• Demonstrated proactive approach to business

Salary Range:

$53,250 - $66,560 with 10% Short Term Incentive Target

Benefits and Perks

The success of our members 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:

• Preferred rates for all your banking needs helping to make life more affordable.
• Generous vacation benefits with 10 additional paid days off giving you time to spend on what's most important to you.
• Competitive benefit package options covering off all aspects of personal wellness.
• 7% pension matching after one year of employment to support you towards retirement.

We are excited to welcome candidates with combined academic, professional and volunteer experience unique to them. 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. You might just be the new team member we've been searching for! This opportunity closes on November 19, 2024, so apply now! If you have questions about this position, please contact Aubrie Houk at jobs@conexus.ca.

Conexus and Cornerstone offers investment products through the Aviso Financial Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.