Job Order Detail

Description

We are looking for a Senior Wealth Associate in Regina to join our Thrive Wealth Management team. In this role, you will be supporting a team of Wealth Specialists. If you are passionate about customer service, wealth management, and are committed to continuous learning and development, then apply for this role today. You will join our growing Saskatchewan team and work where Thrive has an office.

Your time:
As a Senior Wealth Associate, you have an integral role in providing a world class customer service experience. You will provide time-sensitive administrative support to our wealth team by partnering with Wealth Specialists to understand their business goals and support the execution of their business plan. You will also collaborate with our dealer/ back office to ensure work is accurately executed to meet the needs of our clients and members. You will become an expert at navigating our CRM and Analytic systems, and take pride in ensuring all interactions meet legislative, regulatory and compliance requirements.

Your Experience:
Post-secondary education
2+ years of experience in the wealth industry
Investment license is required
CRM experience is an asset
Demonstrated partnership and business building activities
Demonstrated proactive approach to business

Conexus and Cornerstone offers investment products through the Credential Asset Management Inc. and Credential Securities. Mutual funds are offered through Credential Asset Management Inc. Mutual fund and other securities are offered through Credential Securities, a division of CredentialQtradeSecurities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.