Wealth Associate or Senior Wealth Associate
About The Position
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 Conexus Credit Union 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. 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. 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. If you are passionate about customer service, wealth management, and working within a practice, then apply for this role today!
Requirements
- Post-secondary education in finance, business, commerce or a related field.
- Experience in the insurance or wealth industry
- CIRO license is required for the Senior position
- CRM experience is an asset
- Demonstrated partnership and business building activities
- Demonstrated proactive approach to business
Responsibilities
- Providing administrative and office support for Advisor(s) practices to enable them to achieve sales and service goals.
- 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.
- Developing rapport with clients as well as building trust with external and internal stakeholders.
- Maintaining compliant client information and becoming an expert at navigating our CRM and Analytic systems, taking pride in ensuring all interactions meet legislative, regulatory and compliance requirements.
Benefits
- Preferred rates for all your banking needs, helping to make life more affordable.
- Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you.
- Competitive benefit package options covering off all aspects of personal wellness.
- Pension matching after one year of employment to support you towards retirement.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
