Regina Sk Finance Jobs – 63 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
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
Licensed Mortgage Agent
CENTUM Financial Group —Regina, SK
- $50,000–$150,000 a year
- Full-time
- Hybrid work
- Customer service
- English
- Computer networking
Quick apply
Mortgage Specialist - Regina
Scotiabank —Regina, SK
- Sales
- Communication skills
- Negotiation
- Dental care
Product Specialist - Capital GMC Buick Cadillac - Regina, SK.
Capital GMC Buick Cadillac Regina —Regina, SK
- Full-time
- Sales
- Communication skills
- Disability insurance
- Dental care
Quick apply
13d
Mortgage Specialist
BMO Financial Group —Regina, SK
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
Mortgage Agent
Headway Consultant —Saskatchewan
- Full-time
- Remote
- Sales
- Finance
- Financial services
Quick apply
Credit Analyst II, Agricultural Services
TD Bank —Regina, SK
- $77,500–$109,400 a year
- Full-time
- Management
- Sales
- Bachelor's
- Paid time off
10d
Senior Lending Advisor- Regina Main Branch SK
Scotiabank —Regina, SK
- Sales
- Salesforce
- Negotiation
6d
Finance Manager
Dilawri Group of Companies - Saskatchewan Region —Regina, SK
- Full-time
- Dental care
Quick apply
Automotive Glass Technician - Capital Auto Glass
Capital Ford Lincoln Inc. —Regina, SK
- Up to $36 an hour
- Full-time
- Heavy lifting
- Disability insurance
- Dental care
Quick apply
2d
Mortgage Specialist
BMO Financial Group —Regina, SK
- Full-time
- Sales
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Mobile Mortgage Specialist
TD Bank —Regina, SK
- Full-time
- Sales
- Customer service
- Paid time off
11d
Finance
Miller Thomson —Regina, SK
- Full-time
- Writing skills
- English
- Microsoft Office
- Disability insurance
- Dental care
Financial Accountant
Orion Steel Group —Regina, SK
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Office
- Designated paid holidays
- Disability insurance
Financial Service Representative - LendDirect Office 1674
LendDirect —Regina, SK
- $17.50–$23.50 an hour
- Full-time
- Sales
- Customer service
- High school diploma or GED
- Disability insurance
- Tuition reimbursement
Financial Service Representative - LendDirect Office 1674
Attain Finance —Regina, SK
- $17.50–$23.50 an hour
- Full-time
- Sales
- Customer service
- High school diploma or GED
- Disability insurance
- Tuition reimbursement
Project Controller/Scheduler - PL#65254
Peter Lucas Project Management Inc. —Regina, SK
- $110,000–$135,000 a year
- Full-time
- Engineering
- Finance
- Analysis skills
- Dental care
Quick apply
Financial Management Analyst (Term)
City of Regina —Regina, SK
- $43.24–$53.99 an hour
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13d
Group Financial Advisor, Group Advantage
Royal Bank of Canada —Regina, SK
- Full-time
- Finance
- Presentation skills
- Financial services
- Profit sharing

I want to receive the latest job alerts for finance 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

finance jobs in regina sk

Wealth & Insurance Administrative Assistant

Controller (Prince Albert)

Licensed Mortgage Agent

Mortgage Specialist - Regina

Product Specialist - Capital GMC Buick Cadillac - Regina, SK.

Mortgage Specialist

Mortgage Agent

Credit Analyst II, Agricultural Services

Senior Lending Advisor- Regina Main Branch SK

Finance Manager

Automotive Glass Technician - Capital Auto Glass

Mortgage Specialist

Mobile Mortgage Specialist

Finance

Financial Accountant

Financial Service Representative - LendDirect Office 1674

Financial Service Representative - LendDirect Office 1674

Project Controller/Scheduler - PL#65254

Financial Management Analyst (Term)

Group Financial Advisor, Group Advantage

I want to receive the latest job alerts for finance in regina sk

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected