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Added 7 mins ago
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Associate, Oversight - Global Asset Management
CIBC
Toronto, ON
- Full-time
CIBC Global Asset Management’s Chief Operating Office supports the business through strong oversight, proactive risk management, and a well-controlled operating environment. As an…
Added 1 hour ago
Senior Account Executive, Group Retirement
The Canada Life Assurance Company
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB · London, ON · Toronto, ON · Regina, SK
Lead consultants, plan sponsors, field implementation management and client relationship staff through our new business implementation process by advising on best practises
Added 1 hour ago
UO
Development Officer
University of Victoria
Victoria, BC
- Full-time
Jointly reporting to the hiring Associate Director of Faculty Development, and to the Dean or unit head of an assigned portfolio, or a Senior Development Officer (SDO) if in place, the…
Added 3 hours ago
GT
Senior Associate, Audit – Relocate to Australia
Grant Thornton Australia
Vancouver, BC
- Full-time
Are you an experienced Auditor looking for a role in Australia? We have an exciting opportunity for a Senior Associate to join our Audit team in Melbourne or Adelaide!
Added 10 hours ago
UO
Associate Vice-President, International Research
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
As a senior member of the Vice-President, Research and Innovation executive team, the incumbent will play a key leadership role in the strategic development and management of the…
Added 15 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 15 hours ago
TW
Financial Advisor - Various Levels
Thrive Wealth Management
La Ronge, SK
- Full-time
Experience in portfolio management is an asset
Added 15 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 15 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 15 hours ago
CC
Director, Operational Excellence & Process Engineering
Compass Canada
ON · Mississauga, ON
- Full-time
Strong stakeholder management and relationship-building skills.
Added 15 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 1 day ago
MD
Corporate Tax Auditor - Revenue Tax Specialist or Revenue Tax Specialist Intermediate or Revenue Tax Specialist Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
An Associate's degree may substitute for six (6) months of experience. Bachelor's degree may substitute one (1) year of experience; Master’s degree may substitute for eighteen (18) months…
Added 2 days ago
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Associate Technical Consultant, Environmental Scientist
Worley
Calgary, AB · Edmonton, AB
- Full-time
Supporting business development activities, client relationship management, and opportunities to expand project scope and service offerings.
Added 2 days ago
UO
Development Officer
University of Victoria
Victoria, BC
- Full-time
Jointly reporting to the hiring Associate Director of Faculty Development, and to the Dean or unit head of an assigned portfolio, or a Senior Development Officer (SDO) if in place, the…
Added 2 days ago
MC
Senior Retail Sales Associate
Moores Clothing
Belleville, ON
- Full-time
Our Senior Retail Sales Consultant is responsible for all aspects of the customer experience within multiple businesses (retail, rental, custom, and omni-channel). This position would be a…
Added 2 days ago
GI
Millwork Engineer / CNC Programmer
Giffin Interior
Engineer, BC
- Full-time
Collaborate closely with Drafting, Engineering, Production, Project Management, and Purchasing.
Added 2 days ago
AL
Maintenance Associate (Residential Property)
Avenue Living Residential
Bonnyville, AB
- Full-time
…properties with features such as environmentally friendly water management procedures, improved heating and cooling systems, solar panels, and upgraded air filtration…
Added 2 days ago
S
Senior Customer Experience Associate - Mount Forest (22.5 hours/week)
Scotiabank
Mount Forest, ON
- Full-time
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 days ago
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Associate, Multi-Unit Financing
ATB
Calgary, AB · Edmonton, AB
- Full-time
Ready to help shape Alberta’s multi-family landscape? As an Associate, Multi-Unit Financing, you will be an integral member of the ATB Commercial Real Estate team, directly supporting…
Added 2 days ago
TB
Senior Retail Sales Associate
Tailored Brands
Belleville, ON
- Full-time
Our Senior Retail Sales Consultant is responsible for all aspects of the customer experience within multiple businesses (retail, rental, custom, and omni-channel). This position would be a…
Added 2 days ago
W
Associate Technical Consultant, Environmental Scientist
Worley
Calgary, AB
- Full-time
Supporting business development activities, client relationship management, and opportunities to expand project scope and service offerings.
Added 2 days ago
GT
Senior Associate, Audit – Relocate to Australia
Grant Thornton Australia
Toronto, ON
- Full-time
Are you an experienced Auditor looking for a role in Australia? We have an exciting opportunity for a Senior Associate to join our Audit team in Melbourne or Adelaide!
Added 2 days ago
WC
On Site Solutions Associate
White Cap Canada
AB · Edmonton, AB
- Full-time
Under close supervision, exercises limited latitude/independent judgment. Work typically involves detailed checks or close review of output by a senior coworker and/or supervisor.
Added 2 days ago
TU
Development Coordinator, Corporate & Foundation Relations
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
Reports to: One of: Advancement Officer, Associate Director, Manager, Director, Senior Director/Assistant Dean, or Executive Director of Development.
Added 2 days ago
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Community Growth Associate
Assemble
Toronto, ON
- $55,000 to $75,000 CAD / year
- Full-time
Develop commercial, relationship management, and strategic account management skills.

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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