Support wealth advisors with client files, CRM records, and meeting preparation in an in office 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.

📌 Senior Wealth Management Associate (Regina)
🏢 Thrive Wealth Strategies
📍 Regina