Regina, Sk Financial insurance Jobs – 86 Openings This Week

Wealth & Insurance Administrative Assistant
Bill Allen Financial Services - Sun Life Regina —Regina, SK
- $40,000–$60,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Quick apply
Financial Accountant
Orion Steel Group —Regina, SK
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Office
- Designated paid holidays
- Disability insurance
Legal Assistant
Miller Thomson —Regina, SK
- Full-time
- Writing skills
- English
- Microsoft Office
- Disability insurance
- Dental care
Controller (Prince Albert)
Thorpe Industries —Saskatchewan
- $95,000–$125,000 a year
- Full-time
- ERP systems
- Accounting
- Construction experience
- Dental care
- Paid time off
Quick apply
Executive Director
Carmichael Outreach —Regina, SK
- $84,000–$100,000 a year
- Full-time
- Microsoft Word
- Management
- Public speaking
- Dental care
- Paid time off
Quick apply
8d
Sales Account Manager
Falcon Equipment —Regina, SK
- Full-time
- Remote
- Sales
- Travel
- Construction experience
- Disability insurance
- Dental care
Quick apply
Fire Alarm Technician
Troy Life & Fire Safety Ltd. —Regina, SK
- Full-time
- Customer service
- Driving
- Organizational skills
- Dental care
- Tuition reimbursement
Quick apply
Mortgage Specialist
BMO Financial Group —Regina, SK
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
Parts / Shipper Receiver
Falcon Equipment —Regina, SK
- Full-time
- Customer service
- Forklift
- High school diploma or GED
- Disability insurance
- Dental care
Quick apply
Field Surveyor
Sigfusson Northern Ltd. —Regina, SK
- Full-time
- Engineering
- Construction experience
- Communication skills
- Disability insurance
- Dental care
Quick apply
Water Treatment Specialist - Inside Sales
Aquifer Distribution Ltd. —Regina, SK
- Overtime
- Sales
- Customer service
- Microsoft Office
- Dental care
- Employee assistance program
Quick apply
3d
Business Development Representative - Regina
Labatt Breweries of Canada —Regina, SK
- $52,000–$58,400 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Sales
- Disability insurance
- Dental care
Business Development Representative
BISON FIRE PROTECTION —Regina, SK
- Full-time
- Microsoft Word
- Google Suite
- Customer service
- Disability insurance
- Dental care
Quick apply
1d
Inside Sales Representative
Aquifer Distribution Ltd. —Regina, SK
- Overtime
- Sales
- Customer service
- Microsoft Office
- Dental care
- Paid time off
Quick apply
3d
Chief Executive Officer (CEO)
Jetstream Personnel Consulting Inc —Saskatchewan
- $135,000–$150,000 a year
- Master's degree
- Human resources
- Business
- Disability insurance
- Relocation assistance
Quick apply
2d
Staff Pharmacist - FT
FreshCo / FreshCo Chalo —Regina, SK
- Full-time
- Bachelor's
- First Aid Certification
- In-person
- Store discount
- Disability insurance
Quick apply
Senior Manager
Lotus Group —Emerald Park, SK
- $125,000–$150,000 a year
- Full-time
- Hybrid work
- Supervising experience
- Accounting
- QuickBooks
- Disability insurance
- Relocation assistance
Quick apply
3d
Senior Accountant
PTI Transformers Inc. —Regina, SK
- $75,000–$90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Disability insurance
- Dental care
Quick apply
21h
Finance Manager
Dilawri Group of Companies - Saskatchewan Region —Regina, SK
- Full-time
- Dental care
Quick apply
Warehouse Associate
Aquifer Distribution —Regina, SK
- Overtime
- Heavy lifting
- Forklift
- High school diploma or GED
- Dental care
- Paid time off
Quick apply

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financial insurance jobs near regina, sk

Wealth & Insurance Administrative Assistant

Bill Allen Financial Services - Sun Life Regina
Regina, SK

Quick apply

Job details

Permanent | Full-time
$40,000–$60,000 a year

Qualifications

Microsoft Word
Microsoft Excel
Writing skills
English
Microsoft Office
Administrative experience
High school diploma or GED
Office management
Communication skills
Time management

Full job description

Wealth & Insurance Administrative Assistant

For 30 years, my team has helped Small Businesses and Families: Build Wealth; Reduce Taxes; and Protect their Families. We are looking for additional support to maintain and enhance the financial services we deliver to our Regina and Surrounding Area Clients.

Position Overview

We are seeking an energetic, vibrant, and highly detail-oriented Wealth & Insurance Administrative Assistant to serve as the operational backbone of our practice. Located in east Regina. This is a full-time, in-office position. This dual-focus role handles client communications, processes mutual fund and insurance transactions, manages compliance records, and oversees daily office operations. You will directly support our financial advisors, ensuring a positive, high-energy experience for our clients and complete regulatory compliance

Key Responsibilities

1. Mutual Fund & Wealth Operations

Prepare account opening forms, transfer requests, and Know Your Client (KYC) updates.
Process mutual fund, GIC, and segregated fund transactions (purchases, redemptions, switches).
Coordinate money movements, including switches, transfers, deposits and withdrawals.
Troubleshoot transaction discrepancies directly with head office compliance and fund companies.

2. Life Insurance Administration

Prepare, audit, and submit applications for life, disability, and critical illness insurance.
Track pending policies through underwriting, coordinating medical exams and advisor requirements.
Manage in-force policies, processing beneficiary updates, banking changes, and term conversions.
Facilitate client claims processes by collecting and submitting required documentation.

3. Client Experience & Office Management

Act as the first point of contact for client inquiries regarding statements, values, and fund processes.
Schedule client review meetings, prepare agendas, and build advisor meeting files.
Update and maintain the client database to ensure accurate contact logs and task management.
Maintain strict confidentiality protocols adhering to industry privacy regulations.

Qualifications & Requirements

Experience: 1–3 years of administrative experience within a financial planning, wealth management, or insurance brokerage environment.
Licensing: Hold—or be actively working toward completing—the Canadian Investment Funds Course (CIFC/IFIC) and the Life Licence Qualification Program (LLQP).
Technical Skills: Proficiency with MS Office Suite (Excel, Word, File Manager) and experience navigating financial CRMs

Core Competencies

Energy & Vibrancy: Brings a dynamic, enthusiastic attitude to the daily workflow and client interactions.
Sharp Attention to Detail: Demonstrates flawless precision in processing financial documentation, tracking compliance, and minimizing transaction errors.
Communication: Exceptional verbal and written communication skills with a warm, engaging approach.
Organization: Strong time-management capabilities, multitasking skills, and highly structured work habits.
Curiosity: The work we do can change lives. Seeking to understand the products and people we serve will lead to a fascinating and rewarding career in Financial Services.

Compensation & Benefits

Salary: Competitive and negotiable based on experience and education.
Benefits: Comprehensive package available

Job Types: Full-time, Permanent

Pay: $40,000.00-$60,000.00 per year

Education:

Secondary School (required)

Experience:

client service: 1 year (preferred)

Licence/Certification:

MFDA License (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial insurance jobs in regina, sk

Wealth & Insurance Administrative Assistant

Financial Accountant

Legal Assistant

Controller (Prince Albert)

Executive Director

Sales Account Manager

Fire Alarm Technician

Mortgage Specialist

Parts / Shipper Receiver

Field Surveyor

Water Treatment Specialist - Inside Sales

Business Development Representative - Regina

Business Development Representative

Inside Sales Representative

Chief Executive Officer (CEO)

Staff Pharmacist - FT

Senior Manager

Senior Accountant

Finance Manager

Warehouse Associate

I want to receive the latest job alerts for financial insurance in regina, sk

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