Enhance your career in wealth management as a Senior Wealth Associate at Thrive Wealth in Regina. Provide exceptional support to clients while managing vital administrative tasks every day.
Thrive Wealth is searching for a detail-oriented Senior Wealth Associate to assist Advisors in meeting business objectives. In this role, you will facilitate client interactions, efficiently manage documentation, and support with key reports. Your proactive approach will enhance relationships with clients and adhere to compliance standards.
Key Responsibilities:
• Support Advisors in achieving sales and service goals
• Manage client files and necessary documentation
• Prepare for meetings and create detailed reports
• Conduct research to improve financial planning
• Maintain compliant client information through CRM
Requirements:
• Post-secondary education in finance or related fields
• Experience in the insurance or wealth industry
• CIRO license is required for role...