Wealth Associate or Senior Wealth Associate
Regina, SKHR Ghost Board
Candidates need customer service or administrative experience and strong written and verbal communication. Financial industry experience and post-secondary education in finance or business are assets, and a CIRO licence is required for the Senior role.
CRM system
Manager, Wealth Advice and Planning
Regina, SKHR Ghost Board
5+ YOE3+ MgmtThrive Wealth Management needs candidates with at least 5 years in the financial industry, including 3 years leading advisory or planning teams. Candidates need post-secondary education in business or finance, a CFP or CIM designation, and Mutual Fund or INV registration.
Loan Origination System (LOS) Technical Administrator
Regina, SKHR Ghost Board
3+ YOECandidates need 3+ years supporting business applications in financial services or a similarly regulated environment, plus post-secondary education or equivalent experience. Knowledge of CUDGC, lending policy and federal and provincial lending regulation is required; nCino experience is a strong asset.
nCino, Salesforce
Financing Specialist
Regina, SKHR Ghost Board
2+ YOECandidates need post-secondary education in business, agriculture, finance or economics, plus 2 or more years in a business lending role supporting commercial credit decisions. They also need credit underwriting, risk assessment and financial statement skills, including ratio and cash flow analysis.
Decision making, Financial analysis, Financial statements, Documentation, Process improvement, Improve business processes
Financial Advisor - Various Levels
La Ronge, SKHR Ghost Board
1+ YOECandidates need at least 1 year of financial industry experience and customer service experience. Assets include portfolio management, IFIC licensing with mutual fund sales, loan underwriting, and the PFSA or CFP designation or working toward one.
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.
Manager, Mortgage Specialty Services
Regina, SKHR Ghost Board
5+ YOE2+ MgmtCandidates need at least five years of consumer lending experience and at least two years of leadership experience coaching sales or advice-based teams. Strong knowledge of residential mortgages and the financial services industry, and the ability to build partner relationships, are also required.
Wealth Compliance Officer
Regina, SKHR Ghost Board
2+ YOECandidates need 2+ years in the wealth or financial industry, with mutual fund compliance experience preferred. Mutual fund registration (CSC or IFIC) and attention to detail are required, and the Branch Compliance Manager/Officer Course is an asset.
Wealth Associate or Senior Wealth Associate
Regina, SKHR Ghost Board
Candidates need customer service or administrative experience and a detail-oriented, team-player approach. A CIRO licence is required for the Senior position, and financial industry experience and CRM experience are assets.
CRM
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