Careers at Thrive


Vice President, Advice & Planning

Location: Saskatchewan

CAREER OPPORTUNITY

Vice President, Advice & Planning

 

Thrive Wealth Management Ltd. is a locally owned credit union wealth management company focused on providing financial planning and advice to clients and members across Saskatchewan.    We have the extraordinary opportunity of serving a large book of retail banking clients with our partner credit unions to reach wealth goals. We require a candidate who knows what it takes to succeed in building a team of highly engaged and client focused Wealth Specialists across the province. 

Thrive Wealth Management presently has an opening for a Vice President, Wealth Advice & Planning to join our executive team.  Having been highly successful at achieving and exceeding your targets, you love the recognition and reward that comes with the territory.  You look to your peers for guidance, and also love to share your knowledge to help others grow. 

You are able to impact and influence change with an independent team.  As a coach and leader, you enjoy helping people reach and exceed their personal business goals.  You know that your enthusiasm for the business makes accepting constant change both exciting and rewarding.  Helping a team focused on financial advice & planning to develop their skills around practice management and client focus energizes you. You review your team’s activities and results closely and find opportunities to coach them to success.   

Qualifications include:

  • Previous experience providing advice and planning with MFDA licensed products.
  • A minimum of 5 years’ experience leading a sales team in a financial institution (Bank, Credit Union or Investment firm).
  • Certified Financial Planner designation (or willingness to obtain within 24 months).


To apply for this position in confidence, interested candidates should apply online.  The successful candidate will work out of one of our partner credit union offices.  All responses are appreciated, however only those invited for an interview will be contacted.

Closing Date: Will close when posting is filled.
 


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