At a Glance
- Tasks: Support wealth advisors with client files, meeting prep, and research.
- Company: Join Thrive Wealth Strategies, a leader in wealth management.
- Benefits: Competitive salary, professional growth, and a supportive team environment.
- Other info: Opportunity for career advancement in a dynamic financial setting.
- Why this job: Make a difference in clients' financial futures while building valuable skills.
- Qualifications: Customer service experience and strong communication skills are essential.
The predicted salary is between 59400 - 72600 $ per year.
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 accuracy
- Prepare advisor meetings and generate reports
- Support research and business-plan execution
- Build strong relationships with clients and stakeholders
- Maintain compliant CRM and Analytic systems information
Requirements
- Customer service or administrative support experience
- Strong written and verbal communication skills
- Post-secondary finance, business, commerce, or related education is an asset
- CRM experience and financial industry experience are assets
- CIRO license required for the Senior position
Apply your detail-oriented administrative, client-service, and relationship-building strengths to wealth management at Thrive Wealth Strategies.
Senior Wealth Management Associate in Regina employer: Thrive Wealth Strategies
Thrive Wealth Strategies offers a supportive work environment where employees can apply their detail-oriented administrative and client-service skills in wealth management. The company emphasizes strong relationships with clients and stakeholders, providing opportunities for professional growth in the financial industry. Employees benefit from a collaborative culture that values communication and compliance.
