Become a Client Advisor at Thrive Wealth Management in Regina, delivering expert financial guidance to clients. Leverage your skills in building lasting relationships and holistic wealth planning.
We are looking for a passionate Client Advisor to join Thrive Wealth Management. In this role, you will provide comprehensive wealth management services, focusing on client needs and financial aspirations. Collaborate with an established team and leverage credit union partnerships to grow your client base and enhance financial solutions.
Key Responsibilities:
• Foster strong, long-term client relationships with advice-led planning
• Understand clients' goals to provide tailored wealth solutions
• Identify potential for investment opportunities in existing networks
• Generate new leads through proactive prospecting initiatives
• Work with credit union partners for client introductions
Requirements:
• 3+ years of experience in financial or investment services
• Dem...