Regina, Sk Banking advisor Jobs – 13 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
Senior Lending Advisor- Regina Main Branch SK
Scotiabank —Regina, SK
- Sales
- Salesforce
- Negotiation
9h
Mortgage Specialist - Regina
Scotiabank —Regina, SK
- Sales
- Communication skills
- Negotiation
- Dental care
Group Financial Advisor, Group Advantage
Royal Bank of Canada —Regina, SK
- Full-time
- Finance
- Presentation skills
- Financial services
- Profit sharing
10d
Relationship Manager Intern, Business Markets
Royal Bank of Canada —Regina, SK
- Full-time
- Business development
- Organizational skills
- Business
10d
ScotiaMcLeod Administrative Associate - Regina
Scotiabank —Regina, SK
- Organizational skills
- Communication skills
- Time management
- Paid time off
14d
Director, Relationship Management, Corporate Client Group
Royal Bank of Canada —Regina, SK
- Full-time
- Sales
- Finance
- Master's degree
ScotiaMcLeod Assistant Branch Manager - Regina
Scotiabank —Regina, SK
- Communication skills
- Paid time off
14d
Business Advisor - Rochdale Station, Regina, SK
Scotiabank —Regina, SK
- Sales
4d
Mobile Mortgage Advisor (Commission Only) - Regina and Rural Saskatchewan
CIBC —Regina, SK
- Full-time
- In-person

More jobs to discover

Find similar jobs that you might be interested in.

Senior Lending Advisor- Regina Main Branch SK
Scotiabank —Regina, SK
Advanced skills in credit adjudication, negotiation, retention, and relationship-building. As a Senior Lending Advisor, you’ll help clients achieve their…
9h

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Bilingual Accounting Manager (Korean/English)
Pasona Canada Inc. —Whitby, ON
Manage banking activities, electronic payments, and trade finance transactions. Bachelor's degree in Accounting, Finance, or a related field.
$85,000–$110,000 a year
Quick apply
Experienced Accident Benefit Claims Advisor- Senior
TD Bank —Markham, ON
Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement…
$66,800–$94,300 a year

Show more jobs in cities nearby

I want to receive the latest job alerts for banking 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.

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

banking advisor jobs in regina, sk

Wealth & Insurance Administrative Assistant

Senior Lending Advisor- Regina Main Branch SK

Mortgage Specialist - Regina

Group Financial Advisor, Group Advantage

Relationship Manager Intern, Business Markets

ScotiaMcLeod Administrative Associate - Regina

Director, Relationship Management, Corporate Client Group

ScotiaMcLeod Assistant Branch Manager - Regina

Business Advisor - Rochdale Station, Regina, SK

Mobile Mortgage Advisor (Commission Only) - Regina and Rural Saskatchewan

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alerts for banking advisor in regina, sk

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected