Job Description

Description :

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It\xe2\x80\x99s more than conducting a banking transaction, it\xe2\x80\x99s 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\xe2\x80\x99s unique needs throughout Saskatchewan, ensuring personalized solutions.

Thrive Wealth Management in partnership with Credential Asset Management Inc. and Credential Securities is a wealth management firm 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 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 M\xc3\xa9tis.

The Bigger Picture

We are looking for a Senior Wealth Associate to join our team. In this role, you will be supporting administrative functions for the team including the team of Wealth Specialists. If you are passionate about customer service, wealth management, and are committed to continuous learning and development, then apply for this role today.

How you\xe2\x80\x99ll be spending your time:

As a Senior Wealth Associate, you have an integral role in providing a world class customer service experience. You will provide time-sensitive administrative support to our wealth team by partnering with Wealth Specialists to understand their business goals and support the execution of their business plan. You will also collaborate with our dealer/ back office to ensure work is accurately executed to meet the needs of our clients and members. You will provide operational and administrative support and become an expert at navigating our CRM and Analytic systems, and take pride in ensuring all interactions meet legislative, regulatory and compliance requirements.

The way people describe you:

You are the ultimate team player, ready to take on a new challenge in the fast-paced wealth management field. Utilizing your excellent written and verbal communication skills, you easily develop relationships with your colleagues and clients. Your detail-oriented and problem solver nature makes you a natural fit for a role that balances professional interactions, teamwork, and proficient administrative support.

The experience you bring:

• Post-secondary education
• 2+ years of experience in the wealth industry
• IFIC or Canadian Securities Course and eligible to be registered to sell mutual funds is required
• CRM experience is an asset
• Demonstrated partnership and business building activities
• Demonstrated proactive approach to business

Salary Range:

$52,720 - $65,900 with 10% Short Term Incentive Target

Benefits and Perks

The success of our members relies heavily on the performance and accomplishments of our employees. That\xe2\x80\x99s 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\xe2\x80\x99s 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.

Various locations will be considered, however not all locations may be able to accommodate this role.

We are excited to consider 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 and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we\'ve been looking for! This opportunity closes on January 14, 2024, so apply now! If you have questions about this position, please contact McKayla Kerr at jobs@conexus.ca.

Conexus and Cornerstone offers investment products through the Credential Asset Management Inc. and Credential Securities. Mutual funds are offered through Credential Asset Management Inc. Mutual fund and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. \xc2\xaeCredential Securities is a registered mark owned by Aviso Wealth Inc.

Conexus Credit Union