About this role
Wealth Associate or Senior Wealth Associate at Thrive Wealth Strategies. Location: Regina, Saskatchewan, Canada. Role: managing files, preparing reports, supporting advisors Requirements: Post-secondary education in finance/business, experience in insurance or wealth industry, CIRO license required for senior level, CRM experience an asset, strong communication, detail orientation, and compliance-focused administrative support skills. Category: Finance and Accounting Seniority: Mid Level Tools: CRM Certifications: ciro Commitment: Full Time Workplace: Onsite Languages: English