Wealth Associate or Senior Wealth Associate

Job Category
:
Wealth Management

Requisition Number
: WEALT
004074

• Full-Time
• On-site

Showing 1 location

Regina, SK , CAN

At Thrive Wealth Strategies,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 everymarketwe serve, providing personalized solutions for every stage of life – delivered by passionate professionals committed to earning trust with our clients and making a meaningful impactin their lives.

Thrive Wealth Strategies is a wealth management subsidiary of Thrive Wealth Management serving members of credit unions and their communities.

Trusted financial guidance is core to what we provide forourclients – 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 arelocatedon Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota,Nakotaand Saulteaux peoples, as well as the homeland of the Métis.

We are looking for a detail-oriented team player to come on board as a Wealth Associate or Senior Wealth Associate in Regina. In this role, you will be providing administrative and office support for Advisor(s) practices to enable them to achieve sales and service goals.

• Providing administrative support including the management of client files and accounts, meeting preparation, report generation and research assistance.
• Partnering with the Advisors to understand the business goals and support the execution of their business plan.
• Building strong relationships with clients to deliver a high-quality client experience
• Developing and maintaining trusted relationships with external and internal stakeholders.
• Maintaining compliant client information within our CRM and Analytic systems, ensuring all interactions meet legislative, regulatory and compliance requirements.

You are the ultimate team player, ready to take on a new challenge in the fast-paced wealth management field. Utilizing your excellent written and verbal communication skills, you develop relationships with your colleagues and clients. Your detail-oriented nature makes you a natural fit for a role that balances professional interactions, teamwork, and proficient administrative support.

• Experience in customer service and/or providing administrative support
• Post-secondary education in finance, business, commerce or a related field is an asset
• Experience in the financial industry, insurance or wealth industry is an asset
• CIRO license is required for the Senior position
• CRM experience is an asset
• Demonstrated partnership and business building activities
• Demonstrated proactive approach to business

Wealth Associate $44,749 - $55,937 with 10% Short Term Incentive Target

Senior Wealth Associate $55,939 - $69,923 with 10% Short Term Incentive Target

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…