Job Description

At Thrive Wealth, 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’re looking for a collaborative, relationship-builder who is passionate about the agriculture industry to come on board as our temporary Wealth Transition Specialist. In this role, you will establish and deliver farm transition advice and planning support for members. You will lead transition consultations and coordinate with experts so clients can make informed decisions.

How you’ll spend your time:

• Lead wealth and farm transition conversations that help clients understand family, business, and financial considerations.
• Proactively identify transition-related planning and advice needs, while making introductions to the internal teams or external professionals.
• Coordinate and facilitate wealth and farm transition discussions within communities.
• Support strong relationship development through consistent engagement with members in their transition journey.
• Contribute to the learning and development of internal teams through collaboration and knowledge sharing.

The way people describe you:

• A self-motivated individual with a strong understanding of transition/succession planning.
• An individual who acts with professionalism and integrity.
• A team-oriented individual who supports a relationship-based environment.
• An effective communicator with the ability to facilitate multi-stakeholder partnerships and manage complex discussions.

The experience you bring:

• Minimum of four years of experience in transition/succession planning, wealth planning, agriculture finance, or in a business advisory role.
• Undergraduate degree in business, finance or business agriculture.
• Working knowledge of farm or family enterprise business structures, financial statements, and transition-related considerations.
• Financial planning or succession planning designations are considered an asset. These include CFP, TEP, or FEA designations.

Salary range:

$100,599 - $125,748 with 15% Short Term Incentive Target.

This exciting opportunity is temporary for up to 2 years.

Various Saskatchewan locations 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 April 16, 2026 so apply now! If you have questions about this position, please contact Heather Howland at jobs@conexus.ca.