Senior Wealth Associate In Regina

Elevate your career with Thrive Wealth as a Senior Wealth Associate in Regina or surrounding areas. Provide exceptional client support while managing administrative tasks and enhancing wealth management practices.

Thrive Wealth is seeking a detail-oriented Senior Wealth Associate to provide essential administrative support for Advisors. In this permanent or temporary role, you will facilitate client interactions, manage files, and assist with business goals. Your proactive approach will help foster solid relationships with clients and team members while ensuring compliance standards are met.

Key Responsibilities

• Support Advisors in achieving sales and service goals
• Manage client files and documentation efficiently
• Prepare for meetings and generate detailed reports
• Conduct research assistance to enhance financial plans
• Maintain compliant client information and CRM navigation

Requirements

• Po...