Conexus Credit Union

Manager, Wealth Advice and Planning

Conexus Credit Union  •  $99k - $133k/yr  •  Regina, CA (Onsite)  •  2 hours ago
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Job Description

At Thrive Wealth Management, 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 Management 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’relooking for a high performing, results driven leaderto come on board as our Manager, Wealth Advice and Planning. In this role, you will play a key role in providing leadership, direction and ongoing support to the Wealth Specialist or Advisory team. You will be leading high-performing 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 developing Wealth Specialists or Advisors to build confident, advice focused capabilities and grow strong client relationships
  • Executing succession planning and talent development and engagement to ensure long term capability across the team 
  • Leading and executing growth initiatives for the team aligned with Thrive’s growth strategy
  • Building and maintaining strong partnerships across Thrive, Conexus and external partners to support growth objectives 
  • Ensuring growth initiatives and advisory practices are compliant with regulatory requirements, company policies and legislation  

The way people describe you:

You are a proactive, value-driven leaderwith proven experience in driving sales results 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 to support the execution of growth strategies. 

The experience you bring:

  • Minimum 5 years of experience in the financial industry, with progressive responsibility in wealth management or financial advice 
  • 3 years of experience leading professional advisory or planning teams and driving consistent execution across teams 
  • Relevant post-secondary education in business, finance or a related discipline 
  • Recognized wealth industry designation (CFP, CIM) 
  • Mutual Fund or Investment (INV) registration is required

Salary range:

$98,590 - $132,529 with 17% Short Term Incentive Target

Various Thrive locations in Saskatchewan will be considered however not all locations may be able to accommodate this role.

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 July 14, 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

Conexus Credit Union

About Conexus Credit Union

At Conexus Credit Union, our purpose is simple yet powerful: to champion every member’s success for a thriving Saskatchewan. This purpose isn’t just a statement—it’s the foundation of everything we do. When you choose Conexus, you’re choosing a partner committed to your growth, your goals, and your community.

Rooted in Saskatchewan, we believe in the power of local impact. As a member-owned co-operative, we see ourselves as more than a financial institution—we’re a catalyst for positive change. Through our Community Investment Program, we actively invest a portion of our profits into community initiatives that remove barriers for children and youth, support entrepreneurs, and foster economic development across the province.

Our belief is this: when one member succeeds, we all succeed. That promise is brought to life every day by over 800 passionate employees across Saskatchewan. Their commitment fuels exceptional service, innovative solutions, and a culture grounded in integrity, collaboration, and accountability.

Conexus is proud to be different—we’re not a bank, and it shows in our values and workplace culture. We offer rewarding career opportunities in retail, corporate services, and leadership, all supported by a competitive total rewards package designed to empower our people both at work and in life.

Today, we are one of Saskatchewan’s largest credit unions, with more than $10 billion in managed assets, 140,000+ members, and 30 branches serving communities across the province.

Effective January 1, 2026, Conexus Credit Union 2006, Cornerstone Credit Union Financial Group Limited, and Synergy Credit Union Ltd. amalgamated as Conexus Credit Union. Any reference to “Conexus Credit Union 2006" is hereby deemed to refer to Conexus Credit Union.

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
Regina, CA
Year Founded
Unknown
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