Wealth Associate or Senior Wealth Associate

Job Category: Wealth Management

Requisition Number: WEALT004074

- Full time
- On-site

Locations

Showing 1 location

Regina, SK S4T1K2, CAN

Description

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 clientsand making a meaningful impactin their lives.

Thrive Wealth Strategiesis a wealth management subsidiary of Thrive Wealth Managementserving members of credit unions and their communities. Trusted financial guidanceis 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 partnersdemonstrate, while providingthe professionalismand 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.

The bigger picture:

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.

How you'll spend your time:

- 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.

The way people describe you:

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 qualified interactions, teamwork, and proficient administrative support.

The experience you bring:

- 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

Salary Range:

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

Benefits and Perks

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 include, but are not limited to:

- Generous vacation benefits with additional paid time off, giving you time to spend on what's most important to you.
- Competitive benefit package options, covering all aspects of personal wellness.
- Pension matching to support you towards retirement.
- Preferred rates for all your banking needs, helping to make life more affordable.

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 only apply if they meet every qualification of the role. However, we encourage you to consider the roles that most closely align with your skillset and experience. We truly value diverse backgrounds and experiences, as we are dedicated to creating inclusive and diverse workplaces. This opportunity closes on September 8, 2026.

Mutual funds and other securit

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