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Added 2 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
We are seeking a Senior Manager or Director, Indirect Tax to join our growing Tax practice in Toronto or Vancouver. This is a leadership role focused on indirect tax advisory, compliance,…
Added 4 hours ago
ID
Senior Vice President (SVP) – Client Partner
Intellect Design Arena Ltd
Vancouver, BC
- $240,000 to $260,000 CAD / year
- Full-time
cash management, treasury & capital markets, risk & compliance, wealth management and
Added 4 hours ago
VF
Exec Assistant & Business Coordinator, PCS
Ventum Financial
Vancouver, BC
- $75,000 to $80,000 CAD / year
- Full-time
This position offers direct collaboration with senior leadership and the opportunity to contribute across the Private Client Services business and business operation - from advisor…
Added 12 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 12 hours ago
TW
Vice President, Internal Audit
Thrive Wealth Management
Regina, SK
- Full-time
Serve as a trusted advisor and internal audit subject‑matter expert by providing audit‑related advisory services without assuming management responsibility and communicating clearly on…
Added 12 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 12 hours ago
TW
Financial Advisor - Various Levels
Thrive Wealth Management
La Ronge, SK
- Full-time
Senior Financial Advisor $67,660 - $84,570 with a 10% Short Term Incentive Target
Added 12 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 12 hours ago
TW
Manager, Treasury Risk
Thrive Wealth Management
Regina, SK
- Full-time
…and subject matter expertise over Conexus’ balance sheet risk management functions, including cash management, liquidity risk management, asset liability management, and interest-based…
Added 12 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 12 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 17 hours ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Financial Planning Advisor in the Support team at
Added 17 hours ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily
Added 20 hours ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
We are looking to fill an opening for a Senior Product Manager to join Aviso's Product Management team and help shape the future of investing for Canadians through a best-in-class wealth…
Added 1 day ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 days ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
The Senior Member Experience Advisor (MAC) delivers exceptional service and advice to a diverse range of members across all divisions. This role focuses on providing proactive, holistic…
Added 2 days ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 days ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 days ago
IP
Licensed Senior Administrative Assistant
iA Private Wealth
White Rock, BC
- Full-time
iA Private Wealth is one of Canada's largest independent wealth management firms. Our practice in White Rock/South Surrey, BC, is a close-knit team serving individuals, families and…
Added 2 days ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 days ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 days ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 days ago
B
VP Sales Lead
BMO
Toronto, ON · FCP
- Full-time
You'll partner with senior executives, business owners, and key decision-makers while collaborating across BMO's extensive network of specialists to bring the full strength of the bank to…
Added 2 days ago
B
VP Sales Lead
BMO
Edmonton, AB · Enbridge
- Full-time
You'll partner with senior executives, business owners, and key decision-makers while collaborating across BMO's extensive network of specialists to bring the full strength of the bank to…
Added 2 days ago
B
Senior Relationship Manager (Mid-Market)
BMO
Toronto, ON · FCP
- Full-time
As a Senior Relationship Manager, you'll manage and grow a portfolio of commercial clients while driving new business development across the Greater Toronto Area. You'll collaborate with…

Thrive Wealth Management

Wealth Associate or Senior Wealth Associate

Regina, SK, Canada

Full-time

Apply About employer

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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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