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Added 13 mins ago
WC
(CAN) Meat Associate
Walmart Canada
North Bay, ON
- Contract
Position Summary...Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding…
Added 13 mins ago
WC
(CAN) General Merchandise Associate
Walmart Canada
Barrie, ON
- Full-time
Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver…
Added 13 mins ago
WC
Dairy Frozen Associate
Walmart Canada
Squamish, BC
- Full-time
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 13 mins ago
SD
Pharmacist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 13 mins ago
W
Overnight Dairy Frozen Associate
Walmart
St. John's, NL
- Part-time
Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent customer…
Added 13 mins ago
SI
Sales Associate
SNDL Inc.
Calgary, AB · Deer Valley, SK · ACE Liquor Discounter Deer Valley
- Part-time
We’re looking for a motivated and dependable Sales Associate to join our team. If you bring a positive attitude and a willingness to learn, we’ll provide the training you need to succeed.…
Added 13 mins ago
SI
Store Associate
SNDL Inc.
Calgary, AB · ACE Liquor Discounter Montgomery
- Part-time
We’re looking for a motivated and dependable Sales Associate to join our team. If you bring a positive attitude and a willingness to learn, we’ll provide the training you need to succeed.…
Added 13 mins ago
SI
Store Associate
SNDL Inc.
Calgary, AB · ACE Liquor Discounter Midlake
- Part-time
We’re looking for a motivated and dependable Sales Associate to join our team. If you bring a positive attitude and a willingness to learn, we’ll provide the training you need to succeed.…
Added 13 mins ago
SI
Store Associate
SNDL Inc.
Calgary, AB · ACE Liquor Discounter Walden East
- Part-time
We’re looking for a motivated and dependable Sales Associate to join our team. If you bring a positive attitude and a willingness to learn, we’ll provide the training you need to succeed.…
Added 28 mins ago
WC
(CAN) Stockperson/Cartpusher
Walmart Canada
Cambridge, ON
- Full-time
…storage locations using approved procedures. Through friendly customer interactions and a strong focus on safety, this role supports smooth store operations while building valuable skills…
Added 28 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Calgary, AB
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 28 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Brockville, ON
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 28 mins ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Kelowna, BC
- Full-time
…team player. They are a key member in the delivery of superior customer…
Added 28 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 28 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
WC
Overnight Dairy Frozen Associate
Walmart Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Contract
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 28 mins ago
WC
Overnight Dairy Frozen Associate
Walmart Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Contract
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 28 mins ago
WC
Overnight Dairy Frozen Associate
Walmart Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Contract
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 28 mins ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Cold Lake, AB
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 28 mins ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Cold Lake, AB
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 28 mins ago
WC
Overnight Dairy Frozen Associate
Walmart Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Contract
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 28 mins ago
WC
OMNI Customer Fulfillment Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 28 mins ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Hamilton, ON
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 28 mins ago
WC
(CAN) OMNI Customer Fulfillment Associate ORDER PICKING & DISPENSING
Walmart Canada
North Bay, ON
- Contract
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 28 mins ago
WC
(CAN) Overnight Associate
Walmart Canada
North Bay, ON
- Contract
Position Summary...To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by…

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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