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Added 17 mins ago
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- Full-time
Customer-focused, professional, and responsive in interactions with internal and external stakeholders.
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Health Care Aide
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Radiation Therapy Nursing Assistant 1
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Radiation Therapy Nursing Assistant - Repost
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As part of our mandatory screening process, SMH will require professional references, verification of academic training and professional accreditation along with a current vulnerable sector…
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Professional / courteous / efficient telephone manner;
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Associate Vice-President, International Research
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Ottawa, ON · Tabaret Hall
- Full-time
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UO
Lead Coordinator, Academic Affairs
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Ottawa, ON · Tabaret Hall
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…university. With our wide variety of career opportunities and professional development pathways, we’re sure that you’ll enjoy the experience as much as our students…
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Executive Director, Global Markets Trading & Financing - Business Management
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Toronto, ON
- Full-time
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Added 1 hour ago
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Privacy Specialist, Privacy Compliance, Access and Freedom of Information Department – Permanent Full-Time (1.0)
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- Full-time
Added 1 hour ago
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Added 1 hour ago
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Health Information Clerk
Interlake-Eastern Regional Health Authority
Whitemouth, MB
- Full-time
Demonstrated ability to display professional conduct at all times when dealing with fellow staff members, clients, the public, and health care professionals.
Added 1 hour ago
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ADMINISTRATIVE ASSISTANT
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Montreal, QC
- Full-time
Added 1 hour ago
Health Information Clerk
Winnipeg Regional Health Authority
Whitemouth, MB
Demonstrated ability to display professional conduct at all times when dealing with fellow staff members, clients, the public, and health care professionals.
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Administrative Assistant
Winnipeg Regional Health Authority
Selkirk, MB
Under the direction of the Regional Coordinator, Primary Care, the Administrative Assistant is responsible for providing administrative/clerical/reception support for the day-to-day…
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Winnipeg Regional Health Authority
Selkirk, MB
relevant professional regulatory requirements including standards and scope of practice for direct reports.
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Executive Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the direct supervision of the Director of Operations, the incumbent provides administrative support to the CHILD-BRIGHT Network Central Office, committees, working groups, and…
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Research Assistant - Public Engagement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…provinces and range from public awareness campaigns to healthcare professional education, from province-wide research trials to influencing national drug policy. To learn more about us :…
Added 1 hour ago
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Licensed Practical Nurse (LPN) or Research Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…study documents, processing blood samples, and handling various administrative tasks. This role also involves ordering supplies, providing coverage for administrative tasks during teammate…
Added 1 hour ago
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Clinical Research Coordinator - Regulatory Affairs (CIM)
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Training and professional development opportunities,
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Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
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- Full-time
The role supports multiple revenue streams, including research grants, contracts, and administrative and operational revenues, within a diverse financial environment
Added 1 hour ago
SC
In Store Bakery - Decorator Cake
Safeway Canada
Regina, SK
- Full-time
Provide customers with friendly and professional service. Prepare special order requests while maintaining self-serve and fresh cases for the bakery department. Actively contribute to an…
Added 2 hours ago
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Senior Manager, Structural Engineer
Worley
Vancouver, BC
- Full-time
Registered or eligibility for registration with Engineers and Geoscientists British Columbia as a professional engineer.

Thrive Wealth Management

Wealth Associate or Senior Wealth Associate

Regina, SK, S4T 1K2, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Jun 9, 2026

Original job description

At Thrive Wealth Strategies, 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 Strategies is a wealth management subsidiary of Thrive Wealth Management 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. In this role, you will be providing administrative and office support for Advisor(s) practices to enable them to achieve sales and service goals.

How you’ll spend your time:

Providing administrative support including the management of client files and accounts, meeting preparation, report generation and research assistance.
Partnering with the Advisors to understand the business goals and support the execution of their business plan.
Building strong relationships with clients to deliver a high-quality client experience
Developing and maintaining trusted relationships with external and internal stakeholders.
Maintaining compliant client information within our CRM and Analytic systems, 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 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 September 8, 2026, so apply now! If you have questions about this position, please contact Heather Howland at jobs@conexus.ca. 

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Thrive Wealth Strategies Ltd. is a subsidiary of Thrive Wealth Management Ltd., offering financial planning, life insurance and investments to members of credit unions and their communities.

^#DNP

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More about this job

Responsibilities

The Wealth Associate provides administrative and office support to advisors, including managing client files, preparing for meetings, and generating reports. They also build strong relationships with clients and stakeholders while ensuring all interactions comply with legislative and regulatory requirements.

Requirements

Candidates should have experience in customer service or administrative support, with preference given to those with a background in the financial or wealth 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
Administrative support
Client relations
CRM management
Financial planning
Investment advice
Report generation
Research assistance
Regulatory compliance
Communication skills
Business planning
Teamwork

Benefits

Vacation benefits
Paid time off
Benefit package
Pension matching
Banking discounts

Visa sponsorship

Not detected in the job text

Hiring contact

Heather Howland

Keywords

Wealth Management
Financial Planning
Investment Advice
Retirement Savings
Estate Planning
Insurance
CRM
CIRO License
Administrative Support
Client Experience
Regulatory Compliance
Business Development
Financial Services
Credit Union

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