Job Detail
Position
Senior Wealth Associate or Wealth Associate
Employment Terms: Full-Time
Job Description
We are looking for two detail-oriented team players to come on board as a Wealth Associate or Senior Wealth Associate.TThere 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. If you are
We are looking for two detail-oriented team players to come on board as a Wealth Associate or Senior Wealth Associate.TThere 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. If you are passionate about customer service, wealth management, and working within a practice, then apply for this role today!
We are open to considering various Thrive locations across Saskatchewan.
How you'll spend your time:
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 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
- Demonstrated partnership and business building activities
- Demonstrated proactive approach to business
How to Apply: https://thrivewealth.ca/careers
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