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 wealth sectors
• CIRO license required for Senior Wea...
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 wealth sectors
• CIRO license required for Senior Wea...
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