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Added 3 mins ago
K
Seasonal Sales Associate (Devonshire Mall)
Knix
Windsor, ON
- $18.95 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 3 mins ago
K
Seasonal Sales Associate (McArthur Glen)
Knix
Richmond, BC
- $19.7 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 3 hours ago
C
Client Engagement Associate
CIBC
Port Mcneill, BC
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 3 hours ago
EO
Associate Optometrist (Montreal, Quebec, H3B 1B9, Canada)
Eyes On Eyecare
Montreal, QC
- Full-time
The Associate Optometrist is a leader in the organization, delivering the brand promise, experience & the organization’s key results through collaboration & teamwork. Ensures all patients…
Added 3 hours ago
TW
ON HOLD - Financial Services Advisor II
Thrive Wealth Management
Indian Head, SK
- Full-time
Experience working in a customer care/customer service role
Added 3 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
Experience working in a customer care/customer service role
Added 3 hours ago
TW
Financial Advisor - Various Levels
Thrive Wealth Management
La Ronge, SK
- Full-time
Experience working in a customer service role
Added 3 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
Experience working in a customer care/customer service role
Added 3 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Moose Jaw, SK
- Full-time
Experience working in a customer care/customer service role
Added 3 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 3 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 4 hours ago
C
Client Engagement Associate
CIBC
Ganges, BC · BC · Salt Spring Island-Ganges
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 5 hours ago
LC
Beauty Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Barrie, ON
- Full-time
Always put the Customer first and provides superior customer service
Added 5 hours ago
L
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
LinkedIn
Saint-Lazare, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 hours ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Saint-Lazare, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 6 hours ago
P
Part Time Flex Sales Associate
Pandora
Pickering, ON
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 7 hours ago
P
Part Time Flex Sales Associate
Pandora
Pickering, ON
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 7 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Burnaby, BC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 7 hours ago
IF
Le Représentant des Ventes en Location/Rental Sales Associate
Impact Fulfillment Services
Montreal, QC
- Full-time
Added 7 hours ago
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Sales Associate
Oakley
Rocky View No 44, AB · Rocky View County, AB
- Part-time
As an Oakley Sales Associate, you’ll play a key role in delivering exceptional customer experiences. From meeting sales goals to offering personalized eyewear and apparel solutions, you’ll…
Added 8 hours ago
P
Part Time Core Sales Associate
Pandora
Pickering, ON
- Part-time
The Part-Time Core Sales Associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding…
Added 8 hours ago
P
Part Time Core Sales Associate
Pandora
Pickering, ON
- Part-time
The Part-Time Core Sales Associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding…
Added 9 hours ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Barrie, ON
- Full-time
Always put the Customer first and provides superior customer service
Added 9 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 9 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.

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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