Wealth Associate or Senior Wealth Associate (Regina)

Role Overview

We are looking for a detail-oriented team player to join as a Wealth Associate or Senior Wealth Associate in Regina. In this role, you will provide administrative and office support for Advisor(s) practices to enable them to achieve sales and service goals.

Responsibilities

• Provide administrative support including management of client files and accounts, meeting preparation, report generation, and research assistance.
• Partner with Advisors to understand business goals and support execution of their business plan.
• Develop rapport with clients and build trust with external and internal stakeholders.
• Maintain compliant client information and become an expert at navigating CRM and analytic systems, ensuring all interactions meet legislative, regulatory, and compliance requirements.

Qualifications

• Post‑secondary education in finance, business, commerce or a related field.
• Experi...