At a Glance
- Tasks: Support wealth advisors with client service and manage client files in Regina.
- Company: Thrive Wealth Management, dedicated to trusted wealth guidance.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for growth in the wealth management industry.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in customer service or administration; finance education is a plus.
The predicted salary is between 63000 - 77000 $ per year.
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.
Senior Wealth Associate – Regina employer: Thrive-Wealth-Management-1
Thrive Wealth Management offers a supportive work environment where employees can grow professionally while making a meaningful impact in clients' lives. The company emphasizes integrity, respect, and trusted financial guidance, fostering a culture of collaboration and commitment to client success. Employees benefit from opportunities to develop their skills in wealth planning, investment advice, and client relationship management.
Contact Details:
Thrive-Wealth-Management-1 Recruitment Team
