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Added 1 hour ago
A
Associate Portfolio Manager, Global Fundamental
AIMCo
Calgary, AB
- Full-time
We are seeking an experienced Associate Portfolio Manager, Global Fundamental, to join our Public Equities team. The role will be based in Calgary, AB and plays a critical part in advancing…
Added 2 hours ago
A
Associé au support client
Aerotek
Montreal, QC
- Other
…support. Essential Duties and ResponsibilitiesThe Customer Support Associate (CSA) is responsible for ensuring our customers including, but not limited to contract employees, clients and…
Added 2 hours ago
UO
Associate Vice-President, International Research
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
The Associate Vice-President, International Research, is responsible for the following:
Added 4 hours ago
CI
Seasonal Associate
Carters Inc.
Woodbridge, ON
- Part-time
If you are a CURRENT Carter’s employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally.
Added 6 hours ago
Sanitation Associate - Royal Canin (Guelph, ON) $3,000 Sign-On Bonus
Mars
Guelph, ON · RGU-Royal Canin, Guelph, Canada
Stop any equipment / operative works / external company works if safety/environment protection/fire protection rules are broken
Added 7 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 7 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 7 hours ago
B
Associate, Equity Derivatives Trade Desk Support
BMO
Toronto, ON · FCP
- Full-time
Equities Derivative Trade Desk Support Associate works closely with the Global Structured Products trading desks providing desk support services for all pre and post execution events. The…
Added 11 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Burnaby, BC
- Part-time
Relationship builder with key internal and external agencies
Added 11 hours ago
IF
Le Représentant des Ventes en Location/Rental Sales Associate
Impact Fulfillment Services
Montreal, QC
- Full-time
Added 11 hours ago
D
Manager, Delivery - Digital & Data
Dormez-vous
Montreal, QC
- Full-time
Manage and track cross-team dependencies, risks, and issues across Digital, Data/BI, APIs, and external vendors.
Added 12 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Relationship builder with key internal and external agencies
Added 12 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Relationship builder with key internal and external agencies
Added 13 hours ago
CI
Sales Associate
Carters Inc.
Calgary, AB
- Part-time
If you are a CURRENT Carter’s employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally.
Added 15 hours ago
R|
Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Provide operational oversight to participating sites, including MUHC satellite clinics and external sites such as CHUM and HMR.
Added 17 hours ago
TS
Logistics Lead - Chef d'équipe logistique
TD SYNNEX
Mississauga, ON
- Full-time
External candidates: Minimum of five (5) years of high-volume Logistics Center warehouse experience.
Added 18 hours ago
O
Marketing & Business Development Associate
O-HIVE.AI
Windsor, ON
- Full-time
We are seeking a motivated and results-driven Marketing & Business Development Associate to support O-HIVE's global marketing, sales, and business development activities.
Added 20 hours ago
H
Associate Project Manager/Estimator, Service
Houle
Burnaby, BC
- Full-time
We are recruiting for an Associate Project Manager/ Estimator to join our Service division in the Burnaby office. Here's how your role will strengthen our team.
Added 21 hours ago
NP
Rental Property Assistant
NANTUCKET POLICE DEPARTMENT
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
External Posting - U.S. Census Job Postings (0)
Added 23 hours ago
MI
Jr Weld Technician
Martinrea International
Woodbridge, ON
- Full-time
Participate during internal and external Environmental and Health & Safety Audit when required.
Added 1 day ago
HM
Cardiac Surgery
Health Match BC
New Westminster, BC
- Full-time
The Division of Cardiac Surgery is seeking a full-time Clinical Associate with excellent clinical skills to work collaboratively with the attending cardiac surgeons, consultant physicians,…
Added 1 day ago
IF
Rental Sales Associate
Impact Fulfillment Services
Montreal, QC
- Full-time
Added 1 day ago
WC
(CAN) Asset Protection Associate FT
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 1 day ago
WC
Asset Protection Associate
Walmart Canada
Georgetown, ON
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 1 day ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Full-time
Relationship builder with key internal and external agencies

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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