Support wealth advisors with client service, CRM systems, and compliant administration in an in office Senior Wealth Associate role in Regina.Thrive Wealth Management is seeking a Wealth Associate or Senior Wealth Associate to support Advisor practices. You will manage client files, prepare meetings, generate reports, assist research, and help execute business plans. The work serves members and communities through trusted wealth guidance.Key Responsibilities:Manage client files and accounts accuratelyPrepare meetings and generate client reportsProvide research assistance for AdvisorsNavigate CRM and Analytic systems proficientlyMaintain compliant client information and interactionsRequirements:Customer service or administrative support experienceFinance, business, commerce, or related education is an assetFinancial, insurance, or wealth industry experience is an assetCIRO license required for Senior Wealth AssociateDemonstrated proactive business partnership and building activitiesBring detail-oriented administration, communication, and client relationship skills to Thrive Wealth Management's Regina advisory practices.

📌 Senior Wealth Associate Regina
🏢 Thrive Wealth Management
📍 Regina