Conexus Credit Union
Senior Wealth Associate at Thrive Wealth
Job Description
Advance your career with Thrive Wealth as a Senior Wealth Associate in Regina. Deliver exceptional client support while managing essential administrative functions for wealth management.
Thrive Wealth is searching for a detail-oriented Senior Wealth Associate, responsible for supporting Advisors with both sales and service goals. This role includes managing client files, preparing for meetings, and ensuring compliance with standards. Your proactive approach will enhance relationships with clients and team members.
Key Responsibilities:
• Support Advisors in achieving sales and service goals
• Manage client files and documentation efficiently
• Prepare for meetings and generate detailed reports
• Conduct research assistance to enhance financial plans
• Maintain compliant client information within CRM
Requirements:
• Post-secondary education in finance or related fields
• Experience in the insurance or wealt...
Thrive Wealth is searching for a detail-oriented Senior Wealth Associate, responsible for supporting Advisors with both sales and service goals. This role includes managing client files, preparing for meetings, and ensuring compliance with standards. Your proactive approach will enhance relationships with clients and team members.
Key Responsibilities:
• Support Advisors in achieving sales and service goals
• Manage client files and documentation efficiently
• Prepare for meetings and generate detailed reports
• Conduct research assistance to enhance financial plans
• Maintain compliant client information within CRM
Requirements:
• Post-secondary education in finance or related fields
• Experience in the insurance or wealt...