Location
regina, division no. 6, Canada
Posted
May 31, 2026
Job Description
Explore the Wealth Associate role at Thrive in Saskatchewan. This position offers an opportunity to deliver exceptional administrative support within a vibrant wealth management environment.
We are looking for two detail-oriented professionals for roles, one permanent and one temporary for up to 18 months. You will play a key role in managing client files, preparing meetings, and supporting business execution for Advisors. Your ability to connect with clients and stakeholders will enhance overall service delivery.
Key Responsibilities:
• Provide comprehensive administrative support for Advisors
• Manage and update client files and accounts effectively
• Prepare for client meetings and create reports
• Conduct research to support Advisors’ business plans
• Ensure compliance with all regulatory standards
Requirements:
• Degree in finance, business, or related discipline
• Experience in the insurance or wealt...
We are looking for two detail-oriented professionals for roles, one permanent and one temporary for up to 18 months. You will play a key role in managing client files, preparing meetings, and supporting business execution for Advisors. Your ability to connect with clients and stakeholders will enhance overall service delivery.
Key Responsibilities:
• Provide comprehensive administrative support for Advisors
• Manage and update client files and accounts effectively
• Prepare for client meetings and create reports
• Conduct research to support Advisors’ business plans
• Ensure compliance with all regulatory standards
Requirements:
• Degree in finance, business, or related discipline
• Experience in the insurance or wealt...