Director, Wealth Advice and Planning

At Thrive Wealth Strategies, 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 Strategies 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.  

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 strategic, results driven leader to come on board as our Director, Wealth Advice and Planning. In this role, you will play a key role in executing on growth initiatives aligned to achieve the organization’s wealth strategy. You will lead high-performing wealth advisory, planning and wealth protection 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 empowering a team to build confident, advice focused capabilities and drive results 
• Creating and executing initiatives that maintain current business while fostering new opportunities and growth aligned to the organization’s strategic goals 
• Identifying, building and supporting succession planning and talent development to ensure long term capability across the advice business 
• Collaborate with leaders to implement processes and tools that support efficiency and effective advice delivery 
• Build and maintain strong partnerships across Thrive, Conexus and external partners to support growth objectives 
• Identifying and managing risks and opportunities while ensuring adherence to company policies and legislation  

The way people describe you:  

You are a proactive, people-focused leader with proven experience in leading business growth 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 and translate strategy into defined execution. You are experienced in making transparent and consistent decisions, maintaining accountability for compliant advice practices within a regulated environment.   

The experience you bring:  

• 7+ years of experience in the financial industry, with progressive responsibility in wealth management or financial advice 
• 5+ years of experience leading professional advisory, planning teams or insurance teams and driving consistent execution across teams 
• Relevant post-secondary education in business, finance or a related discipline 
• Recognized wealth industry designation (CFP, CIM, CLU) 
• Active Investment (INV) or Life and Accident and Sickness license is required 

Salary range: 

$109,680 - $156,690 with 30% Short Term Incentive Target   

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 May 24, 2026 so apply now! If you have questions about this position, please contact Heather Howland at jobs@conexus.ca. 

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 

Thrive Wealth Strategies Ltd. Is a subsidiary of Thrive Wealth Management Ltd., offering financial planning, life insurance and investments to members of credit unions and other communities.