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wealth advisor
Posted on February 28, 2025 by Employer details Thrive Wealth Management Ltd.
Job details
Were looking for a proactive relationship-builder to come on board as our Wealth Advisor in Tisdale. We have a unique opportunity for an individual to grow an existing and established practice. In this role, you will utilize wealth management and insurance strategies to grow a long-term sustainable wealth practice and maintain member relationships. Your time:Provide expert advice and custom-made solutions to clients with complex financial needsWork with our credit union partners in a lead-generating environmentDevelop business through your centers of influence and referral relationships Your experience:Relevant post-secondary education5+ years ofinvestment andfinancialservice experienceA proven track record of delivering sales resultsCIRO - INV license is requiredLLQP is requriedIndustry-related designation(CFP, CIM, etc.) would be an assetFinancial planning software knowledge is an asset- LocationRegina, SK
- Workplace information On site
- SalaryNot available
- Starts as soon as possible
- Source SaskJobs #1408912
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