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Added 2 mins ago
MM
IT Specialist II
Modine Manufacturing Company
Calgary, AB
- Full-time
…while actively collaborating with our global IT team. This senior site resource resolves complex end-user, hardware, software, and network issues, manages tickets through the ITSM process,…
Added 31 mins ago
UO
Director, Administration
University of Victoria
Victoria, BC
- Full-time
Under the direction of the Dean, and in collaboration with Associate Deans and Chairs/Directors as applicable, the Director, Administration (DA) is responsible for the management of the…
Added 31 mins ago
UO
Associate Director, Residence Life
University of Victoria
Victoria, BC
- Full-time
The Associate Director, Residence Life (ADRL), is a vital student affairs leader at the University of Victoria. As a student housing and community life professional, the ADRL has…
Added 47 mins ago
TT
Village Store Manager
TSP Talent
MB · Harrison Park, MB
- Full-time
We are seeking a Retail Senior Manager to oversee daily retail and catering operations at a central park hub.
Added 1 hour ago
SE
Flow Controller - 12 Month Contract
Schneider Electric
Victoria, BC
- Contract
Join us as an Associate End to End Flow Controller and play a key role in optimizing our supply chain. As a Flow Controller, you will ensure materials are available to support customer…
Added 2 hours ago
PC
Corporate Tax, Senior Associate (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As a Corporate Tax, Experienced Associate you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and…
Added 2 hours ago
H
Senior Associate, Investor Operations
Hays
Toronto, ON
- $80,000 to $85,000 CAD / year
- Full-time
As Senior Associate, Investor Operations, you will join a small, collaborative team and take ownership of key activities across the investor lifecycle. This will include funding activities,…
Added 2 hours ago
HR
Occupational Health and Safety Specialist
Halton Regional Police Service
Oakville, ON
- Full-time
Prepare reports, recommendations and other documentation for senior management, the Joint Health and Safety Committee, Training Bureau, Police Services Board and other stakeholders; monitor…
Added 3 hours ago
Project Manager I
City of Vancouver
Vancouver, BC
…required on items such as scope change or mitigation strategies to Senior Engineers, Associate Director, and Technology…
Added 3 hours ago
PC
Internal Audit Senior Associate
Pwc Canada
Toronto, ON
- Full-time
As an Internal Audit Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. You will have the opportunity to work with…
Added 3 hours ago
CU
Dean, Education
Concordia University of Edmonton
AB · Edmonton, AB
- Full-time
Actively participate and collaborate as a member of senior management in the leadership of the faculty and institution.
Added 3 hours ago
CU
Dean, Arts
Concordia University of Edmonton
AB · Edmonton, AB
- Full-time
Actively participate and collaborate as a member of senior management in the leadership of the faculty and institution.
Added 3 hours ago
HW
Account Processing Associate
Harbourfront Wealth Management
Toronto, ON
- $50,000 to $55,000 CAD / year
- Full-time
We currently have a full-time opportunity for an Account Processing Associate to join our Operations Team. The successful candidate will be responsible for accurately processing account…
Added 4 hours ago
UO
Manager, Professional Development, Faculty of Social Work
University of Calgary
Calgary, AB
- Full-time
…hours and flexibility is required. This position reports to the Associate Director, Community…
Added 4 hours ago
WO
Clerical Associate - Out Patient Department Clinic
William Osler Health System
Toronto, ON · Etobicoke, ON
- Part-time
…training and promotional opportunities. Guided by our accomplished senior leadership team, together we are driving our vision of patient-inspired health care without…
Added 4 hours ago
SD
Senior Program Manager
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
The Senior Program Manager is responsible for the strategic leadership, execution, and ongoing management of specialty programs. As a key partner to clients, you provide strategic…
Added 4 hours ago
ZC
Senior Financial Lines Underwriter
Zurich Canada
Toronto, ON
- Full-time
Zurich Canada is currently looking for a Senior Underwriter to join our Professional Liability team to analyze and underwrite new and renewal Financial Lines business while building and…
Added 5 hours ago
C
Credit Manager, Credit Structuring, CIBC Private Wealth - Bilingual
CIBC
Toronto, ON · Montreal, QC
- Full-time
…credit requests to allow an appropriate early engagement with senior leadership within Private Banking and Wealth Risk…
Added 5 hours ago
WO
Clerical Associate - Out Patient Department Clinic
William Osler Health System
Toronto, ON · Etobicoke
- Part-time
…training and promotional opportunities. Guided by our accomplished senior leadership team, together we are driving our vision of patient-inspired health care without…
Added 5 hours ago
Bilingual (Fr/En) Litigation Assistant
The Canada Life Assurance Company
Montreal, QC
Canada Life has an exciting opportunity for a Legal assistant to join our Litigation team. Reporting to the Associate Manager, Litigation Operations, you will provide administrative and…
Added 5 hours ago
SD
Senior Program Manager
Shoppers Drug Mart
Mississauga, ON
- Full-time
The Senior Program Manager is responsible for the strategic leadership, execution, and ongoing management of specialty programs. As a key partner to clients, you provide strategic…
Added 5 hours ago
TE
Senior Associate
Talent Edge
Remote, Canada
- $95,000 CAD / year
- Full-time
- Remote
Reporting to a senior member of the leadership team, the Senior Associate will deliver executive coaching, team development programs, workshops, and 360 assessment debriefs. This full-time…
Added 5 hours ago
WO
Clerical Associate - Out Patient Department Clinic
William Osler Health System
Toronto, ON · Etobicoke, ON
- Part-time
…training and promotional opportunities. Guided by our accomplished senior leadership team, together we are driving our vision of patient-inspired health care without…
Added 5 hours ago
TR
Senior Endpoint Specialist (Contract)
Teck Resources Limited
Vancouver, BC · Greater Vancouver, BC
- Full-time
Reporting to the Team Lead, Endpoint Management. the Senior Endpoint Specialist is responsible for the design, administration, and continuous improvement of Teck's endpoint management…
Added 5 hours ago
M
Junior Fufillment Associate, North America
Merchery
Montreal, QC
- $45,000 to $50,000 CAD / year
- Full-time
Team interview + case – A practical exercise followed by a discussion with Angèle (Senior Production Associate)

Thrive Wealth Management

Wealth Associate or Senior Wealth Associate

Regina, SK, Canada

Full-time

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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.

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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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