Senior Wealth Associate Regina
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Support wealth advisors with client service, CRM systems, and compliant administration in an on-site 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 accurately
- Prepare meetings and generate client reports
- Provide research assistance for Advisors
- Navigate CRM and Analytic systems proficiently
- Maintain compliant client information and interactions
Requirements:
- Customer service or administrative support experience
- Finance, business, commerce, or related education is an asset
- Financial, insurance, or wealth industry experience is an asset
- CIRO license required for Senior Wealth Associate
- Demonstrated proactive business partnership and building activities
Bring detail-oriented administration, communication, and client relationship skills to Thrive Wealth Management's Regina advisory practices.
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