Senior Wealth Associate or Wealth Associate

Senior Wealth Associate or Wealth Associate

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 mainta...