Regina, Sk Business advisor Jobs – 51 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
Director, Government Relations
Farm Credit Canada —Regina, SK
- $140,280–$189,780 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- Bachelor's
7d
Senior Sales Estimator – Building Materials
Econo Lumber —Regina, SK
- $70,000–$110,000 a year
- Full-time
- Carpentry
- Sales
- Customer service
- Store discount
- Disability insurance
Quick apply
1d
Junior Commercial Advisor
Long Lake Insurance —Saskatchewan
- From $50,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Organizational skills
- Mileage reimbursement
- Disability insurance
Quick apply
Water Purification Advisor
Reliance Home Comfort —Regina, SK
- Weekends as needed
- Sales
- Presentation skills
- Communication skills
Quick apply
3d
Senior Lending Advisor- Regina Main Branch SK
Scotiabank —Regina, SK
- Sales
- Salesforce
- Negotiation
4d
Project Technologist
Pinchin Ltd —Regina, SK
- Weekends as needed
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
2d
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
Business Development Representative
Saskatchewan Blue Cross —Regina, SK
- CRM software
- Sales
- Marketing
Human Resources Business Partner
Access Communications Cooperative Limited —Regina, SK
- Up to $83,640 a year
- Full-time
- Microsoft Office
- Presentation skills
- Human resources
- Dental care
- Vision care
8d
Administrative Assistant
MNP —Regina, SK
- Microsoft Powerpoint
- Microsoft Excel
- Administrative experience
Service Advisor
Four Seasons Sales - Regina —Regina, SK
- Overtime
- Sales
- Customer service
- Organizational skills
- Dental care
- Paid time off
Quick apply
10d
HR Business Partner
Bartlett Grain —Regina, SK
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Profit sharing
- Designated paid holidays
Quick apply
7d
Manager of Business Support
APEGS —Regina, SK
- Computer Science
- PMP
- Engineering
Quick apply
7d
Group Financial Advisor, Group Advantage
Royal Bank of Canada —Regina, SK
- Full-time
- Finance
- Presentation skills
- Financial services
- Profit sharing
14d
Part-time Cell Phone Advisor
the WIRELESS kiosk @Costco —Regina, SK
- $65,000–$80,000 a year
- Part-time
- Communication skills
Quick apply
Human Resources Generalist
Avana Developments Inc. —Regina, SK
- Microsoft Office
- Human resources
- Time management
- Dental care
HSET Advisor – Saskatoon
Hundseth Power Line Construction —Regina, SK
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
HR Coordinator
Virtus Group —Regina, SK
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Banking Advisor
Royal Bank of Canada —Regina, SK
- Full-time
- Sales
13h

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business advisor 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

business advisor jobs in regina, sk

Wealth & Insurance Administrative Assistant

Director, Government Relations

Senior Sales Estimator – Building Materials

Junior Commercial Advisor

Water Purification Advisor

Senior Lending Advisor- Regina Main Branch SK

Project Technologist

Senior Manager

Business Development Representative

Human Resources Business Partner

Administrative Assistant

Service Advisor

HR Business Partner

Manager of Business Support

Group Financial Advisor, Group Advantage

Part-time Cell Phone Advisor

Human Resources Generalist

HSET Advisor – Saskatoon

HR Coordinator

Banking Advisor

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