Manager, Wealth Advice and Planning
Top Benefits
About the role
At Thrive Wealth Management, we help clients strengthen their financial security and turn their wealth goals into reality. Our vision is to be the premier wealth management partner in every market we serve, providing personalized solutions for every stage of life – delivered by passionate professionals committed to earning trust with our clients and making a meaningful impact in their lives.
Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union serving members of credit unions and their communities. Trusted financial guidance is core to what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection advice.
We share the values that our credit union partners demonstrate, while providing the professionalism and knowledge that is vital for investment management. We conduct ourselves with integrity in everything we do, we show respect for every individual who comes through our doors, and we inspire and promote an environment of accountability. Learn more about our diverse team across Saskatchewan. [https://thrivewealth.ca/meet-the-team]
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 high performing, results driven leader to come on board as our Manager, Wealth Advice and Planning. In this role, you will play a key role in providing leadership, direction and ongoing support to the Wealth Specialist or Advisory team. You will be leading high-performing teams to deliver sustainable growth, strengthen advice and planning capability and drive business development that result in positive client outcomes.
How you’ll spend your time:
- Leading, coaching and developing Wealth Specialists or Advisors to build confident, advice focused capabilities and grow strong client relationships
- Executing succession planning and talent development and engagement to ensure long term capability across the team
- Leading and executing growth initiatives for the team aligned with Thrive’s growth strategy
- Building and maintaining strong partnerships across Thrive, Conexus and external partners to support growth objectives
- Ensuring growth initiatives and advisory practices are compliant with regulatory requirements, company policies and legislation
The way people describe you:
You are a proactive, value-driven leader with proven experience in driving sales results and supporting advisory development and performance. You drive business development through advice-led planning and referrals to expand client relationships and support sustainable growth. You collaborate effectively with internal and external stakeholders to support the execution of growth strategies.
The experience you bring:
- Minimum 5 years of experience in the financial industry, with progressive responsibility in wealth management or financial advice
- 3 years of experience leading professional advisory or planning teams and driving consistent execution across teams
- Relevant post-secondary education in business, finance or a related discipline
- Recognized wealth industry designation (CFP, CIM)
- Mutual Fund or Investment (INV) registration is required
Salary range:
$98,590 - $132,529 with 17% Short Term Incentive Target
Various Thrive locations in Saskatchewan will be considered however not all locations may be able to accommodate this role.
Benefits and perks
The success of our clients 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:
- Generous vacation benefits with additional paid time off, giving you time to spend on what’s most important to you.
- Competitive benefit package options, covering all aspects of personal wellness.
- Pension matching to support you towards retirement.
- Preferred rates for all your banking needs, helping to make life more affordable.
We are excited to welcome candidates who bring a blend of academic, professional, and volunteer experience that sets them apart. 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. This opportunity closes on July 14, 2026 so apply now! If you have questions about this position, please contact Heather Howland at jobs@conexus.ca [jobs@conexus.ca].
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Not the right fit? Search for Manager, Wealth Advice and Planning jobs in Saskatoon, Saskatchewan, Canada
About Conexus Credit Union
Hello, we’re Conexus Credit Union! We’re all about our members—ensuring their financial well-being drives everything we do. And that’s not just something we say, it’s a promise. A promise that’s delivered by over 900 employees across Saskatchewan.
Conexus has deep roots in our communities. Our shared values and social responsibility inspire clients and communities to achieve their goals. Our employees contribute to the vitality of our communities through volunteerism. Our community investment program demonstrates our commitment to the communities we serve. Every year we return a portion of our profits to communities in the form of contributions to various community initiatives.
Our employees make us who we are. Our ability to deliver outstanding member experiences, financial services, and a culture of accountability and integrity relies on the talent and drive of our team. Discover the wide range of available career opportunities—retail, corporate services, and management—and why our employees are proud to call Conexus home.
We’re not a bank. And it shows in our culture. Our total rewards package was designed to deliver an ideal employee experience and to support outstanding performance and satisfaction—inside the office and beyond.
Conexus is one of Saskatchewan's largest and Canada's sixth largest credit union. Conexus has $7.14 billion in total funds managed and more than 120,000 members being provided personalized service at 41 branches across the province.
Similar Jobs
Manager, Wealth Advice and Planning
Top Benefits
About the role
At Thrive Wealth Management, we help clients strengthen their financial security and turn their wealth goals into reality. Our vision is to be the premier wealth management partner in every market we serve, providing personalized solutions for every stage of life – delivered by passionate professionals committed to earning trust with our clients and making a meaningful impact in their lives.
Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union serving members of credit unions and their communities. Trusted financial guidance is core to what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection advice.
We share the values that our credit union partners demonstrate, while providing the professionalism and knowledge that is vital for investment management. We conduct ourselves with integrity in everything we do, we show respect for every individual who comes through our doors, and we inspire and promote an environment of accountability. Learn more about our diverse team across Saskatchewan. [https://thrivewealth.ca/meet-the-team]
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 high performing, results driven leader to come on board as our Manager, Wealth Advice and Planning. In this role, you will play a key role in providing leadership, direction and ongoing support to the Wealth Specialist or Advisory team. You will be leading high-performing teams to deliver sustainable growth, strengthen advice and planning capability and drive business development that result in positive client outcomes.
How you’ll spend your time:
- Leading, coaching and developing Wealth Specialists or Advisors to build confident, advice focused capabilities and grow strong client relationships
- Executing succession planning and talent development and engagement to ensure long term capability across the team
- Leading and executing growth initiatives for the team aligned with Thrive’s growth strategy
- Building and maintaining strong partnerships across Thrive, Conexus and external partners to support growth objectives
- Ensuring growth initiatives and advisory practices are compliant with regulatory requirements, company policies and legislation
The way people describe you:
You are a proactive, value-driven leader with proven experience in driving sales results and supporting advisory development and performance. You drive business development through advice-led planning and referrals to expand client relationships and support sustainable growth. You collaborate effectively with internal and external stakeholders to support the execution of growth strategies.
The experience you bring:
- Minimum 5 years of experience in the financial industry, with progressive responsibility in wealth management or financial advice
- 3 years of experience leading professional advisory or planning teams and driving consistent execution across teams
- Relevant post-secondary education in business, finance or a related discipline
- Recognized wealth industry designation (CFP, CIM)
- Mutual Fund or Investment (INV) registration is required
Salary range:
$98,590 - $132,529 with 17% Short Term Incentive Target
Various Thrive locations in Saskatchewan will be considered however not all locations may be able to accommodate this role.
Benefits and perks
The success of our clients 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:
- Generous vacation benefits with additional paid time off, giving you time to spend on what’s most important to you.
- Competitive benefit package options, covering all aspects of personal wellness.
- Pension matching to support you towards retirement.
- Preferred rates for all your banking needs, helping to make life more affordable.
We are excited to welcome candidates who bring a blend of academic, professional, and volunteer experience that sets them apart. 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. This opportunity closes on July 14, 2026 so apply now! If you have questions about this position, please contact Heather Howland at jobs@conexus.ca [jobs@conexus.ca].
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Not the right fit? Search for Manager, Wealth Advice and Planning jobs in Saskatoon, Saskatchewan, Canada
About Conexus Credit Union
Hello, we’re Conexus Credit Union! We’re all about our members—ensuring their financial well-being drives everything we do. And that’s not just something we say, it’s a promise. A promise that’s delivered by over 900 employees across Saskatchewan.
Conexus has deep roots in our communities. Our shared values and social responsibility inspire clients and communities to achieve their goals. Our employees contribute to the vitality of our communities through volunteerism. Our community investment program demonstrates our commitment to the communities we serve. Every year we return a portion of our profits to communities in the form of contributions to various community initiatives.
Our employees make us who we are. Our ability to deliver outstanding member experiences, financial services, and a culture of accountability and integrity relies on the talent and drive of our team. Discover the wide range of available career opportunities—retail, corporate services, and management—and why our employees are proud to call Conexus home.
We’re not a bank. And it shows in our culture. Our total rewards package was designed to deliver an ideal employee experience and to support outstanding performance and satisfaction—inside the office and beyond.
Conexus is one of Saskatchewan's largest and Canada's sixth largest credit union. Conexus has $7.14 billion in total funds managed and more than 120,000 members being provided personalized service at 41 branches across the province.