Wealth Specialist
Regina, SKHR Ghost Board
3+ YOECandidates need 3+ years of investment and financial services experience, post-secondary education in business or finance, and a proven record of sales results. The IFIC or Canadian Securities Course and CFP eligibility or willingness to obtain it are required.
CRM
Manager, Wealth Advice and Planning
Regina, SKHR Ghost Board
5+ YOE3+ MgmtCandidates need at least 5 years in the financial industry, including progressive wealth management or financial advice roles, and 3 years leading advisory or planning teams. They need post-secondary education in business, finance or a related field, a wealth designation such as CFP or CIM, and Mutual Fund or INV registration.
Wealth Specialist
Macklin, SK +1HR Ghost Board
3+ YOEThrive Wealth Management needs candidates with 3+ years of investment and financial services experience, a record of delivering sales results, and post-secondary education in business or finance. Candidates also need IFIC or Canadian Securities Course and eligibility to sell mutual funds, plus a CFP designation or willingness to obtain one.
CRM