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 accuracyPrepare advisor meetings and generate reportsSupport research and business-plan executionBuild solid relationships with clients and stakeholdersMaintain compliant CRM and Analytic systems informationRequirements:Customer service or administrative support experienceStrong written and verbal communication skillsPost-secondary finance, business, commerce, or related education is an assetCRM experience and financial industry experience are assetsCIRO license required for the Senior positionApply 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