Regina Sk Financial insurance advisor Jobs – 7 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 Insurance Advisor
Serenia Life Financial —Regina, SK
- $50,000–$100,000 a year
- Sales
- Presentation skills
- Financial services
- Flexible schedule
Quick apply
Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
Aviso Wealth —Regina, SK
- Office experience
Quick apply
Financial Planning Specialist
Royal Bank of Canada —Regina, SK
- Full-time
- Microsoft Office
- Analysis skills
- Communication skills
Investment Advisor
Royal Bank of Canada —Regina, SK
- Full-time
- Sales
- Business
- Marketing
1d

More jobs to discover

Find similar jobs that you might be interested in.

Wealth & Insurance Administrative Assistant
Bill Allen Financial Services - Sun Life Regina —Regina, SK
Act as the first point of contact for client inquiries regarding statements, values, and fund processes. *Sharp Attention to Detail:* Demonstrates flawless…
$40,000–$60,000 a year
Quick apply
Financial Insurance Advisor
Serenia Life Financial —Regina, SK
LLQP license (or willingness to obtain, we'll support you). Apply today and take the first step toward a career where being Human.
$50,000–$100,000 a year
Quick apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Insurance Account Manager, Personal Lines
NFP Corp —Uxbridge, ON
*RIBO License (Registered Insurance Brokers of Ontario) in good standing required, *AB Gen 1 or another provincial license an asset.
$55,000–$70,000 a year
Quick apply
Account Executive, Commercial Insurance
Westland Insurance Ltd. —Markham, ON
Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional…
$80,000–$112,500 a year
Quick apply

Show more jobs in cities nearby

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial insurance advisor jobs near regina sk

Office Administrator jobs in Regina, SK

Insurance Advisor jobs in Regina, SK

Procurement Specialist jobs in Edmonton, AB

Financial Services Manager jobs in Ontario

Financial Specialist jobs in Woodbridge, ON

Financial Specialist jobs in Toronto, ON

Financial Accounting jobs in Red Deer, AB

Financial Specialist jobs in Montréal, QC

Financial Specialist jobs in Chilliwack, BC

Financial Analyst jobs in Calgary, AB

Nurse Practitioner jobs in Ontario

General Practitioner jobs in Vancouver, BC

General Practitioner jobs in Ottawa, ON

General Practitioner jobs in High River, AB

Qathet General Hospital jobs in Powell River, BC

General Motors, Production jobs in Oshawa, ON

General Practitioner jobs in Ontario

General Labor jobs in Mississauga, ON

Office Administrator jobs in Elmira, ON

Medical Office Assistant No Experience jobs in Edmonton, AB

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 advisor jobs in regina sk

Wealth & Insurance Administrative Assistant

Financial Insurance Advisor

Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs

Financial Planning Specialist

Investment Advisor

More jobs to discover

Explore jobs in cities nearby

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

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected