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Added 21 mins ago
PA
Automotive Parts Advisor
Pfaff Automotive Partners Inc.
Newmarket, ON
- Full-time
Key Words: Automotive Parts Advisor, Parts Consultant, Parts Specialist, Parts Representative, Parts Associate, Dealership Parts Advisor, Counterperson, Counter Advisor, Runner, Aftermarket…
Added 21 mins ago
CG
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar Group
Montreal, QC
- Full-time
As an Apartments.com Sales Associate, you will be part of a dynamic team that operates as a strategic digital marketing partner to the Multifamily industry. Through engaging sales…
Added 21 mins ago
C
Associate Investment Advisor- Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward…
Added 21 mins ago
C
CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new…
Added 4 hours ago
Associate (m/f/d) Index Management – Equity Rebalance
Solactive AG
Toronto, ON
…base, identify new business opportunities, and act as a trusted advisor to deliver exceptional client service and long-term partnership…
Added 4 hours ago
S
Associate (m/f/d) Index Management – Equity Rebalance
Solactive
Toronto, ON
- Full-time
…base, identify new business opportunities, and act as a trusted advisor to deliver exceptional client service and long-term partnership…
Added 14 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
We are looking for a detail-oriented team player to come on board as a Wealth Associate or Senior Wealth Associate in Regina. In this role, you will be providing administrative and office…
Added 14 hours ago
TW
ON HOLD - Financial Services Advisor II
Thrive Wealth Management
Indian Head, SK
- Full-time
As a full-time Financial Services Advisor II (FSA II), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 14 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a Senior Financial Advisor (SFA) working at our 8th Street branch, Saskatoon, SK, you are responsible for understanding the financial goals of your assigned portfolio of members and…
Added 14 hours ago
TW
Financial Advisor - Various Levels
Thrive Wealth Management
La Ronge, SK
- Full-time
We are actively seeking two Financial Advisor's at our branch in La Ronge, Saskatchewan. We will consider applicants with limited advisory experience and a desire to learn more. As a…
Added 14 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a Senior Financial Advisor (SFA) working at our Circle Drive branch, Saskatoon, SK, you are responsible for understanding the financial goals of your assigned portfolio of members and…
Added 14 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Moose Jaw, SK
- Full-time
As a temporary full-time Senior Financial Advisor in Moose Jaw, Saskatchewan, you are responsible for understanding the financial goals of your assigned portfolio of members and supporting…
Added 14 hours ago
TW
Associate, Financial Services - Temporary
Thrive Wealth Management
Regina, SK
- Full-time
We are looking for a motivated and enthusiastic team player to join our Financial Services Team as a Associate, Financial Services. Your primary role will be to provide back-office consumer…
Added 14 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
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…
Added 19 hours ago
NB
Wealth Associate
National Bank of Canada
London, 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…
Added 1 day ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
The Associate, Compensation supports the Advisor, Compensation in the day-to-day delivery of the organization's compensation programs. Working under the Advisor's guidance, the role focuses…
Added 1 day ago
CB
Sales Associate - CosmoProf Store # 07376
CosmoProf Beauty
Brampton, ON
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 2 days ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
The Accessibility Advisor provides advice and consultation on the University’s legal and regulatory
Added 2 days ago
Fixed Operations Manager - Toyota Northshore
The Jim Pattison Auto Group
North Vancouver, BC
Manage Lot and Detail Associate processes and work towards bringing Detail dept inhouse.
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
London, 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…
Added 2 days ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Laval, 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 2 days ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Reporting to the Manager, Operations the Client Service Associate, Insurance and Investments, will be the ‘glue’ that binds all client relationships together. You will be the first voice…
Added 2 days ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
PICTON Investments is presently seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a…
Added 2 days ago
FT
Employee Relations Specialist
Fountain Tire
Edmonton, AB
- Other
About the Role:As the primary trusted advisor to our Store and Field Managers, you will play a critical role in supporting employee relations across the organization. You will provide…

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.

^#DNP

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More about this job

Responsibilities

You will provide administrative and office support to advisors, including managing client files, preparing for meetings, and generating reports. Additionally, you will build rapport with clients and ensure all business activities comply with legislative and regulatory requirements.

Requirements

Candidates should have experience in customer service or administrative support, preferably within the financial or wealth management industry. A CIRO license is required for the Senior Wealth Associate position, and post-secondary education in a related field is considered an asset.

Skills

Wealth management
Customer service
Administrative support
Financial planning
Investment advice
Retirement savings
Estate planning
Compliance
CRM systems
Analytical systems
Report generation
Communication skills
Business planning
Teamwork

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 Planning
Investment Advice
Retirement Savings
Estate Planning
CIRO License
CRM
Compliance
Administrative Support
Client Relations
Business Planning
Financial Industry
Insurance
Data Analysis
Regulatory Requirements

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