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Senior Wealth Management Associate
Job Description & How to Apply Below
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
- 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.
Position Requirements
10+ Years
work experience
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