Job Order Detail

Description

Were looking for a Wealth Specialist to join our Thrive Wealth Management team in Moose Jaw who is passionate about providing new and existing clients with holistic wealth advice and planning. If interested in enhancing and building trusting relationships with members/clients/prospects, then apply for this role today. You'll work with an experienced team of credit union employees as well as colleagues within the credit union walls to help grow a new book of business with professionalism and integrity at the forefront and taking pride in doing what is right for your clients.

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.

Your experience:
-3+ years of investment and financial service experience
-A proven track record of delivering sales results
-IFIC or Canadian Securities Course and eligible to be registered to sell mutual funds
-Certified Financial Planner designation(CFP) or eligibility to obtain is required