Summer Student - Wealth Associate

At Thrive, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It's more than conducting a banking transaction, it's about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency and are champions of every members success for a thriving Saskatchewan. We do this by lending an ear to each member's unique needs throughout Saskatchewan, ensuring personalized solutions.

Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice.

Our employees are curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences. They're team-oriented individuals and support a relationship-based environment. 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 highly motivated student to join our Thrive Wealth Management team. This role provides an excellent opportunity to gain work experience and learn about the Wealth Management business from some of the best in the industry.

Our team wakes up every day focused on helping to improve our clients' financial security. We do this by understanding their current financial situation and helping them build wealth plans that allow them to achieve their wealth goals and dreams. We are looking for a student to join our team in either Saskatoon or Regina area. Please note some travel may be required to where Thrive has an office. If this sounds like something you're interested in being a part of, the apply for this role today.

How you'll spend your time:

As a Summer Student, you will have a variety of roles and responsibilities, providing you with invaluable work experience and offering you the opportunity to discover what area you're most passionate about. You will provide support to the Wealth Advisor, Specialist, Protection and Planning teams, helping us to provide a seamless world-class experience for our clients.

• Learn and become subject matter expert on CRM and Analytic Systems
• Provide operational support for advisory teams
• Various office administration and reception duties

The way people describe you:

You are the ultimate team player who is ready for a new challenge. You are detail oriented, flexible and eager to support all aspects of the business. You utilize excellent communication skills in person, phone and email to develop relationships.

The experience you bring:

• Completion of one year of post-secondary and currently registered for classes in the Fall.
• Focus on Finance or Management with interest in Wealth Management, Sales, or Business Development is an asset.

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 tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we've been searching for! This opportunity closes on March 16, 2025 so apply now! If you have questions about this position, please contact Aubrie Houk at jobs@conexus.ca.

Conexus and Cornerstone offers investment products through the Aviso Financial Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.