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Added 41 mins ago
T
Associé/e, Services bancaires personnels (Temps plein)- Blainville, Seigneurie
TD
Blainville, QC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 2 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 2 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Richmond, BC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 2 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
White Rock, BC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 2 hours ago
T
Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Surrey, BC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 2 hours ago
T
Personal Banking Associate (Full time)- Blainville, Seigneurie
TD
Blainville, QC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 3 hours ago
IG
Operations Associate - Cash Management
Insight Global
Toronto, ON
- $20 to $25 CAD / hour
- Contract
- Payment investigation/reconciliation experience, particularly cross-border or bank-to-bank payments
Added 3 hours ago
MS
Associé(e) en Fusions & Acquisitions - M&A Associate
Manos Software Group
Montreal, QC
- Full-time
Évolution à long terme : parcours clair vers les postes de Senior Associate, Directeur et Investment Partner
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
Victoria, BC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 3 hours ago
C
Associate Financial Advisor
CIBC
Whitehorse, YT
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 3 hours ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 5 hours ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 6 hours ago
T
Personal Banking Associate- Future Opportunities
TD
London, ON
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 7 hours ago
EC
Financial Services Associate
East Coast Credit Union
Baddeck, NS
- Full-time
East Coast Credit Union is a community-driven financial institution committed to a better banking model. A credit union is like a bank in many ways, but with cooperative ownership and…
Added 8 hours ago
Customer Experience Associate - Uptown Saanich, BC (30 hours/week)
Scotiabank
Victoria, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 8 hours ago
C
Financial Services Associate, Imperial Service
CIBC
Edmonton, AB
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 8 hours ago
C
Financial Services Associate, Imperial Service
CIBC
Edmonton, AB
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 9 hours ago
Associate Private Banker
Scotiabank
Toronto, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 9 hours ago
Customer Experience Associate - Bay Roberts, Newfoundland (26.25 Hours/ Week)
Scotiabank
Bay Roberts, NL
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 9 hours ago
Customer Experience Associate - Broadway & Macdonald Branch, Vancouver, BC (26.25Hours/Week)
Scotiabank
Vancouver, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 9 hours ago
Estate and Trust Associate, Scotiatrust - Montreal (12 months contract)
Scotiabank
Montreal, QC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 9 hours ago
Customer Experience Associate - King & Ontario (18.75 hours/week)
Scotiabank
Kitchener, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
Richmond Hill, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…

Thrive Wealth Management

Wealth Associate or Senior Wealth Associate

Regina, SK, Canada

Full-time

Apply on recruiting.ultipro.ca About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 16, 2026

Original job description

At Thrive Wealth Management, we help clients strengthen their financial security and turn their wealth goals into reality. Our vision is to be the premier wealth management partner in every market we serve, providing personalized solutions for every stage of life – delivered by passionate professionals committed to earning trust with our clients and making a meaningful impact in their lives.

Thrive Wealth Management is a wealth management subsidiary of Conexus Credit Union serving members of credit unions and their communities. Trusted financial guidance is core to what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection advice.

We share the values that our credit union partners demonstrate, while providing the professionalism and knowledge that is vital for investment management. We conduct ourselves with integrity in everything we do, we show respect for every individual who comes through our doors, and we inspire and promote an environment of accountability. Learn more about our diverse team across Saskatchewan.

We acknowledge that our Thrive offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture:

We are looking for a detail-oriented team player to come on board as a Wealth Associate or Senior Wealth Associate in Regina, Saskatchewan. In this role, you will be providing administrative and office support for Advisor(s) practices to enable them to achieve sales and service goals. If you are passionate about customer service, wealth management, and working within a practice, then apply for this role today!

How you’ll spend your time:

As a Wealth Associate or Senior Wealth Associate, you have an integral role in providing exceptional customer service experience. You will provide administrative support including the management of client files and accounts, meeting preparation, report generation, and research assistance. You will partner with the Advisors to understand the business goals and support the execution of their business plan. You will develop rapport with clients as well as build trust with external and internal stakeholders. You will maintain compliant client information and become an expert at navigating our CRM and Analytic systems, taking pride in ensuring all interactions meet legislative, regulatory and compliance requirements.

The way people describe you:

You are the ultimate team player, ready to take on a new challenge in the fast-paced wealth management field. Utilizing your excellent written and verbal communication skills, you easily develop relationships with your colleagues and clients. Your detail-oriented nature makes you a natural fit for a role that balances professional interactions, teamwork, and proficient administrative support.

The experience you bring:

Experience in customer service and/or providing administrative support
Post-secondary education in finance, business, commerce or a related field is an asset
Experience in the financial industry, insurance or wealth industry is an asset
CIRO license is required for the Senior position
CRM experience is an asset
Demonstrated partnership and business building activities
Demonstrated proactive approach to business

Salary Range:

Wealth Associate $44,749 - $55,937 with 10% Short Term Incentive Target

Senior Wealth Associate $55,939 - $69,923 with 10% Short Term Incentive Target

The Senior level of the Wealth Associate role is determined by factors such as licensing, years of experience, etc.

Benefits and Perks

The success of our clients relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits include, but are not limited to:

Generous vacation benefits with additional paid time off, giving you time to spend on what’s most important to you.
Competitive benefit package options, covering all aspects of personal wellness.
Pension matching to support you towards retirement.
Preferred rates for all your banking needs, helping to make life more affordable.

We are excited to welcome candidates who bring a blend of academic, professional, and volunteer experience that sets them apart. Research shows that many applicants only apply if they meet every qualification of the role. However, we encourage you to consider the roles that most closely align with your skillset and experience. We truly value diverse backgrounds and experiences, as we are dedicated to creating inclusive and diverse workplaces. This opportunity closes on October 25, 2026, so apply now! If you have questions about this position, please contact Aubrie Houk at jobs@conexus.ca.

Conexus offers investment products through the Aviso Financial Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Apply on recruiting.ultipro.ca About employer

More about this job

Responsibilities

Provide administrative and office support to advisors to help achieve sales and service goals. Manage client files, prepare for meetings, generate reports, and ensure all activities comply with legislative and regulatory requirements.

Requirements

Experience in customer service or administrative support within the financial, insurance, or wealth industry is preferred. A CIRO license is required for the Senior Wealth Associate position.

Skills

Customer service
Administrative support
Wealth management
Client file management
Meeting preparation
Report generation
Research assistance
CRM systems
Analytic systems
Regulatory compliance
Communication skills
Teamwork
Business planning
Financial industry knowledge
Insurance knowledge

Benefits

Generous vacation benefits
Paid time off
Competitive benefit package
Pension matching
Preferred banking rates

Visa sponsorship

Not detected in the job text

Hiring contact

Aubrie Houk

Keywords

Wealth Management
Financial Security
Investment Advice
Retirement Savings
Estate Planning
Protection Advice
Credit Union
CRM
Analytic Systems
CIRO License
Compliance
Regulatory Requirements
Administrative Support
Client Relations
Business Planning
Finance
Business
Commerce
Insurance

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Work requirements

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