Job Order Detail

Description

We are looking for Senior Wealth Associate to join our ThriveWealthStrategiesteam in Regina, SK. In this role, you will be supporting Wealth Advisor practices as well as providing administrative support to the Thrive team. If you arepassionate about customer service, wealth management, and working within a practicethen apply for this role today.

Your time:
As a Senior Wealth Associate, you have an integral role in providing a world class customer service experience. You will provide support for general administrative duties including the management of client files and accounts, meeting preparation, report generation and research assistance. You will partner with the Wealth Advisors to understand the business goals and support the execution of their business plan. You will develop rapport with clients as well as build trust with external and internal stakeholders. You will maintain compliant client information and become an expert at navigating our CRM and Analytic systems, taking pride in ensuring all interactions meet legislative, regulatory and compliance requirements.

Your experience:
Post-secondary education
2+ years of experience in insurance or wealth industry
CIRO license is required
CRM experience is an asset