saskatchewan account executive Jobs – 83 Openings This Week

Financial Planner
Wellington-Altus Private Wealth Inc. —Saskatoon, SK
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
On-Highway Account Executive- Saskatchewan
Cummins Inc. —Saskatoon, SK
- Sales
- Marketing
- Bachelor's
- Dental care
- Life insurance
1d
Market Assistant Director of Finance
Marriott International, Inc —Saskatoon, SK
- $76,000–$100,000 a year
- Full-time
- No experience needed
- Finance
- Hotel
9d
Controller
Des Nedhe Group —Saskatoon, SK
- Full-time
- ERP systems
- Accounting
- Construction
12d
VP of Sales - Commercial Worksite Products
Brandt —Regina, SK
- Sales
- Travel
- Construction
- Dental care
Quick apply
7d
Representative - Outside Sales
EECOL —Regina, SK
- $50,000–$70,000 a year
- Immediate opening
- Sales
- Microsoft Office
- High school diploma or GED
- Disability insurance
- Dental care
Commercial Account Advisor
HUB International —Regina, SK
- Full-time
- Sales
- Marketing
- Bachelor's
Commercial Insurance Advisor
HUB International —Saskatoon, SK
- Full-time
- Sales
- Marketing
- Bachelor's
Representative - Outside Sales - Safety Solutions
Wesco —Saskatoon, SK
- $69,387–$90,203 a year
- Immediate opening
- Sales
- Microsoft Office
- High school diploma or GED
- Dental care
- Paid time off
13d
Project Manager (Construction)
Arbutus Properties —Regina, SK
- Full-time
- Engineering
- Microsoft Office
- Project management
- Dental care
- Employee assistance program
Quick apply
Senior Cloud Security Engineer
7shifts —Saskatoon, SK
- $130,000–$160,000 a year
- Day shift
- Hybrid work
- In-person
- Communication skills
- Python
- Dental care
Senior Commercial Marketing Broker
HUB International —Emerald Park, SK
- Full-time
- Windows
- No travel
- Communication skills
Construction Project Manager
Arbutus Properties —Saskatoon, SK
- Full-time
- Engineering
- Microsoft Office
- Project management
- Dental care
- Employee assistance program
Quick apply
Sales Manager - Compact Construction Equipment
Brandt —Saskatoon, SK
- Sales
- Marketing
- Bachelor's
- Dental care
Quick apply
Hotel Regional Director of Sales - Remote (Canada)
Gillis Sales —Regina, SK
- $70,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Profit sharing
- Paid time off
Quick apply
5d
Manager, Microsoft Software Sales West
Compugen Inc —Canada
- $80,000–$85,000 a year
- Hybrid work
- Microsoft Excel
- Sales
- Communication skills
Bilingual Regional Sales Manager – Ontario & Quebec
Confidential —Canada
- $120,000–$150,000 a year
- Full-time
- Bilingual
- Management
- Up to 50% travel
- Mileage reimbursement
- Disability insurance
Quick apply

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On-Highway Account Executive- Saskatchewan
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1d

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Financial Planner

Wellington-Altus Private Wealth Inc. -
Saskatoon, SK

Apply Now

Job details

Permanent

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Finance
Analysis skills
CFP
Bachelor's
Organizational skills
Financial services
Business
Accounting
Communication skills

Full job description

Financial Planner

Location: This posting is for an existing vacancy in Wellington-Altus’s Saskatoon office.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

Investment Executive 2025 Brokerage Report Card.

The Team: Shaw Sherdahl Wealth Management Group (https://advisor.wellington-altus.ca/shaw-sherdahl/meet-the-team/)

Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.

The opportunity:

Reporting to the Lead Advisors, the Financial Planner, supports the delivery of personalized financial planning and relationship management for a growing client base. This role complements the team’s investment advisors by building financial plans, engaging clients in meaningful conversations about their goals, providing financial planning information, building the insurance business, and guiding clients through various decisions. The Financial Planner will build strong relationships, provide exceptional care, and develop expertise in advanced wealth planning over time.

Key responsibilities include:

Financial Planning Support
- Meet with clients to understand their financial goals, risk tolerance, and investment preferences.
- Prepare and maintain financial plans for clients with simple and complex needs.
- Identify insurance planning opportunities and implement the resulting opportunities.
- Provide customized planning deliverables and client materials related to financial planning topics.
- Implement financial planning opportunities identified.
Relationship Management
- Conduct client meetings to discuss financial plans, investment strategies, and life-stage considerations.
- Serve as a trusted resource for clients, offering guidance on evolving financial needs.
- Work closely with the lead advisor to complement existing and new relationships.
- Ensure seamless communication and coordination within the team.
Business Development
- Proactively identify opportunities to grow the client base.
- Support advisors in identifying planning opportunities and developing proposals for prospective clients.
- Assist in onboarding new clients and ensuring a smooth transition into the team’s service model.
- Support initiatives to deepen relationships and enhance client experience throughout regular duties and at client and prospective client events held throughout the year.
- Place new insurance businesses and manage policy conversions.
Support the Team on Client Administration and Operations
- Service in force insurance business.
- Maintain and update client files, CRM data, and account documentation with accuracy and confidentiality.
- Prepare reports, insurance summaries, and meeting materials for advisors.
- Handle scheduling, follow-ups, and general correspondence with professionalism.

The ideal candidate will possess:

A bachelor's degree in business administration, accounting, finance or related field, or equivalent work experience.
3-5 years’ financial services industry experience working in a high growth environment.
3+ years’ experience in a customer/client-service facing role.
Equivalent combination of education and experience may be considered.
Experience in wealth management or other regulated industry is a strong asset.
Certified Financial Planner (CFP) designation.
Other professional designations such as Trust and Estate Practitioner (TEP) or Chartered Life Underwriter (CLU) are beneficial.
Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Familiar with AI and incorporating it into workflows.
Experienced user of financial planning and modelling software (Conquest preferred).
Familiar with insurance carrier quoting software and generating illustrations for new and in-force business.
Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
Strong understanding of personal financial planning principles and nuances of planning for executives and owner-managed businesses.
Ability to take initiative and work independently; a self-starter who thrives in dynamic environments.
Commitment to ethical conduct and integrity in all client interactions.
Excellent attitude and commitment to providing extraordinary service.
Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
Excellent critical thinking skills.
Strong organizational skills.
Strong critical thinking and written and verbal communication skills.
An ability to maintain the highest levels of confidentiality.

Conditions of employment:

Must be legally eligible to work in Canada.
A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com (http://www.wellington-altus.com/).

Apply Now

Refine Your Search

account executive jobs in saskatchewan

Financial Planner

On-Highway Account Executive- Saskatchewan

Market Assistant Director of Finance

Controller

VP of Sales - Commercial Worksite Products

Representative - Outside Sales

Commercial Account Advisor

Commercial Insurance Advisor

Representative - Outside Sales - Safety Solutions

Project Manager (Construction)

Senior Cloud Security Engineer

Senior Commercial Marketing Broker

Construction Project Manager

Sales Manager - Compact Construction Equipment

Hotel Regional Director of Sales - Remote (Canada)

Manager, Microsoft Software Sales West

Bilingual Regional Sales Manager – Ontario & Quebec

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