Wealth Specialist - Regina
Conexus Credit Union · Regina, Saskatchewan, CA
At Thrive Wealth Management, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the fut...
Job description
At Thrive Wealth Management, 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...