Wealth Specialist
Regina, SKHR Ghost Board
3+ ansCandidates 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+ ans3+ gestionCandidates 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 Compliance Officer
Regina, SKHR Ghost Board
2+ ansCandidates 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
Manager, Dealer Finance Sales
Regina, SKHR Ghost Board
5+ ans3+ gestionCandidates need 5+ years of lending experience including at least 2 years in Dealer Finance or advanced lending, 3+ years of operational leadership, advanced knowledge of the automotive, RV and agricultural marketplace, and proven negotiation and business development skills.
Wealth Specialist
Macklin, SK +1HR Ghost Board
3+ ansThrive 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