Wealth Planner

Job title:

Wealth Planner

Company

Conexus Credit Union

Job description

Description :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 member’s 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.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’re looking for a Wealth Planner to join our Thrive Wealth Management team who is passionate about providing new and existing clients with holistic financial planning. If interested in preparing customized financial plans for members/clients, 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 provide advice and solutions that meet client’s needs.How you’ll spend your time:As a Wealth Planner, you will create custom financial and wealth plans for new and existing Thrive clients. You will be empowered to build and implement creative business development solutions working with a team of experienced advisory and insurance professionals. You will provide world-class advice and solutions to our high-net-worth clients who may have complex planning needs.The way people describe you:You are the ultimate team player, thriving in an environment where building strong partnerships is critical to success. Your enthusiasm for financial services rivals your ability to provide top-notch advice, solutions, and segmented strategies. Your high-level understanding of financial strategies and complex planning for individuals and business owners sets your service apart. You are ready to proactively build business through our credit union partnerships, external networking and strong relationships with our internal wealth team.The experience you bring:

• 2+ years of financial service and planning experience
• Certified Financial Planner (CFP) professional
• Mutual Funds License (IFIC or CSC) is a strong asset
• Proven networking and client acquisition skills
• Ability to build strong partner relationships
• Experience in tax or estate planning is an asset
• Experience in the insurance and investment industry is an asset

Salary Range:$70,140 – $87,670 with 12% Short Term Incentive TargetBenefits 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 December 8, 2024 so apply now! If you have questions about this position, please contact Aubrie Houk at .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.

Expected salary

$70140 – 87670 per year

Location

Saskatchewan

Job date

Tue, 26 Nov 2024 23:12:12 GMT

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