Join Thrive as a Wealth Associate (Regina)

Explore the Wealth Associate role at Thrive in Saskatchewan. This position offers an opportunity to deliver exceptional administrative support within a vibrant wealth management environment. We are looking for two detail-oriented professionals for roles, one permanent and one temporary for up to 18 months. You will play a key role in managing client files, preparing meetings, and supporting business execution for Advisors. Your ability to connect with clients and stakeholders will enhance overall service delivery. Key Responsibilities: • Provide comprehensive administrative support for Advisors • Manage and update client files and accounts effectively • Prepare for client meetings and create reports • Conduct research to support Advisors’ business plans • Ensure compliance with all regulatory standards Requirements: • Degree in finance, business, or related discipline • Experience in the insurance or wealth sectors • CIRO license required for Senior Wealth Associate role • Familiarity with CRM systems is a plus • Strong verbal and written communication abilities Utilize your attention to detail and proactive approach to thrive in this rewarding chance with our team. #J-18808-Ljbffr Required Skill Profession Finance Apply on Kit Job: kitjob.ca/job/2pdg1l