Job Order Detail

Description

We are looking for two detail-oriented team players to come on board as a Wealth Associate or Senior Wealth Associate from any of our Thrive offices across Saskatchewan. There are two opportunities available; one permanent, and one temporary for up to 18 months. In this role, you will be providing administrative and office support for Advisor(s) practices to enable them to achieve sales and service goals.

As a Wealth Associate or Senior Wealth Associate, you have an integral role in providing exceptional customer service experience. You will provide administrative support including the management of client files and accounts, meeting preparation, report generation, and research assistance. You will partner with the Advisors to understand the business goals and support the execution of their business plan. You will develop rapport with clients as well as build trust with external and internal stakeholders. You will maintain compliant client information and become an expert at navigating our CRM and Analytic systems, taking pride in ensuring all interactions meet legislative, regulatory and compliance requirements.

The way people describe you:
You are the ultimate team player, ready to take on a new challenge in the fast-paced wealth management field. Utilizing your excellent written and verbal communication skills, you easily develop relationships with your colleagues and clients. Your detail-oriented nature makes you a natural fit for a role that balances professional interactions, teamwork, and proficient administrative support.

The experience you bring:
- Post-secondary education in finance, business, commerce, or related fields.
- Experience in the insurance or wealth industry
- CIRO license is required for the Senior position
- CRM experience is an asset