Senior Wealth Management Associate

Support wealth advisors with client files, CRM records, and meeting preparation in an on-site Senior Wealth Associate role in Regina.

Thrive Wealth Strategies is seeking a Wealth Associate or Senior Wealth Associate for its Regina practice. You will provide administrative support, client service, research assistance, and business-plan execution. The role supports advisors serving credit union members and communities through wealth planning, investment advice, retirement savings, estate planning, and protection advice.

Key Responsibilities:

• Manage client files and accounts with accuracy
• Prepare advisor meetings and generate reports
• Support research and business-plan execution
• Build strong relationships with clients and stakeholders
• Maintain compliant CRM and Analytic systems information

Requirements:

• Customer service or administrative support experience
• Strong written and verbal communication skills
• Post-secondary finance, business, commerce, or related education is an asset
• CRM experience and financial industry experience are assets
• CIRO license required for the Senior position

Apply your detail-oriented administrative, client-service, and relationship-building strengths to wealth management at Thrive Wealth Strategies.