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Added 3 mins ago
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Finance Education & Communication Advisor
Niagara Region
ON · Niagara, ON
- Full-time
Job Title : Finance Education & Communication Advisor
Added 33 mins ago
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Senior Business Architecture Advisor, Direct Distribution
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
client view, financial relationships, onboarding, personalized service) and
Added 48 mins ago
RB
Financial Planner Relationship Manager
Royal Bank of Canada
Stratford, ON
- Full-time
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Added 48 mins ago
RB
Financial Advisor
Royal Bank of Canada
New Westminster, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 hour ago
ID
Senior Vice President (SVP) – Client Partner
Intellect Design Arena Ltd
Vancouver, BC
- $240,000 to $260,000 CAD / year
- Full-time
Intellect Design Arena Ltd is a global financial technology leader delivering cloud-native, composable
Added 1 hour ago
VF
Exec Assistant & Business Coordinator, PCS
Ventum Financial
Vancouver, BC
- $75,000 to $80,000 CAD / year
- Full-time
…oversight and execution across a broad portfolio encompassing advisor…
Added 2 hours ago
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Financial Advisor
RBC
New Westminster, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 4 hours ago
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Financial Planner Relationship Manager
RBC
Stratford, ON
- Full-time
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Added 4 hours ago
D
Senior investigations advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As senior investigations advisor, you help apply tactics, techniques and procedures for investigations, inquiries, liaisons and information to a wide range of administrative and security…
Added 4 hours ago
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Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 4 hours ago
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Senior Advisor, Actuarial analysis and statistics
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 4 hours ago
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Mortgage Solutions Advisor, Remote - Bilingual
CIBC
Montreal, QC
- Full-time
As a Mortgage Solutions Advisor you will play a
Added 4 hours ago
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Executive Director, Global Markets Trading & Financing - Business Management
CIBC
Toronto, ON
- Full-time
Added 9 hours ago
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Manager, Operations & Technology
Hotels Canada
Ottawa, ON
- Full-time
Added 9 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
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…
Added 9 hours ago
TW
Third Party Management Advisor
Thrive Wealth Management
Regina, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 9 hours ago
TW
Financial Advisor, Investments
Thrive Wealth Management
Saskatoon, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 9 hours ago
TW
Financial Advisor - Temporary
Thrive Wealth Management
Whitewood, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 9 hours ago
TW
ON HOLD - Financial Services Advisor II
Thrive Wealth Management
Indian Head, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 9 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Regina, SK
- Part-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 9 hours ago
TW
Member Advisor
Thrive Wealth Management
Macklin, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 9 hours ago
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Vice President, Internal Audit
Thrive Wealth Management
Regina, SK
- Full-time
…content, tools and expert advice to inspire confidence in their financial…
Added 9 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 9 hours ago
TW
Business Learning Specialist
Thrive Wealth Management
Regina, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…
Added 9 hours ago
TW
Financial Advisor - Various Levels
Thrive Wealth Management
La Ronge, SK
- Full-time
…and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member’s success, ultimately…

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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