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Added 27 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 27 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 28 mins ago
A
Associé au support client
Aerotek
Montreal, QC
- Other
RésuméVeiller à ce que nos employés contractuels, nos clients et nos équipes de vente reçoivent un service supérieur dans les domaines des ressources humaines, de la comptabilité et du…
Added 2 hours 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 2 hours 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 2 hours ago
S
Seasonal Associate
sephora.com
Ottawa, ON
- $19.2 to $22.6 CAD / hour
- Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 5 hours ago
C
Client Engagement Associate
CIBC
Port Mcneill, BC
- Full-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 5 hours ago
UO
Research Team Lead
University of Victoria
Victoria, BC
- Full-time
…office; maintain a high standard of compliance, efficiency, and client service; and provide strategic grant and award facilitation services. The position leads a small team of research…
Added 5 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 5 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-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…
Added 6 hours ago
C
Client Engagement Associate
CIBC
Ganges, BC · BC · Salt Spring Island-Ganges
- Full-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 6 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Dollard-Des Ormeaux, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 7 hours ago
L
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
LinkedIn
Saint-Lazare, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 8 hours ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Saint-Lazare, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 8 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Saint-Lazare, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 8 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Saint-Lazare, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 9 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 10 hours ago
MI
Senior Associate, Genesis, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
…funds. A Fund of Funds Genesis Portfolio Operations (FOF) Senior Associate will operate and oversee reconciliation and NAV review technology to deliver a full reconciled gross Net Asset…
Added 10 hours ago
T
Entry Level Banking Operations Associate | Recent Graduates Encouraged To Apply
TEKsystems
Toronto, ON
- $22 CAD / hour
- Contract
Our client, a leading financial institution, is seeking detail-oriented professionals to join a growing Wealth Operations team. This is an excellent opportunity for individuals interested…
Added 11 hours ago
NL
Associate
NorthStar Ledgers
Kamloops, BC
- Part-time
…quality-driven environment that combines technical expertise with client-centered…
Added 11 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 11 hours ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Assurer un excellent service à la clientèle et une bonne tenue des caisses.
Added 11 hours ago
S
Seasonal Associate
Sephora
Orleans, ON
- $19.2 to $22.6 CAD / hour
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 12 hours ago
1P
Information Technology Service Desk
10 Percent Recruiting Ltd.
AB · Greater Edmonton Metropolitan Area
- Contract
Our client is seeking a Service Desk Level 2 Technician to provide responsive technical support within a multi-site environment. You will work closely with end users and technical teams to…
Added 16 hours ago
HE
Entry level Marketing Associate
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
…interactions. Now, we're looking for an Entry-Level Marketing Associate who's ready to jump in, learn by doing, and bring fresh energy to the…

Thrive Wealth Management

Wealth Associate or Senior Wealth Associate

Regina, SK, S4T 1K2, Canada

Full-time

Apply About employer

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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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