Saskatchewan Finance associate Jobs – 19 Openings This Week

Transition Associate
Wellington-Altus Private Wealth Inc. —Saskatoon, SK
- Overtime
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Administrative Associate
Wellington-Altus Private Wealth Inc. —Saskatoon, SK
- Microsoft Powerpoint
- Microsoft Word
- CRM software
3d
Premium Administrator
Co-operators Life Insurance Company —Regina, SK
- $43,550–$72,583 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Dental care
Quick apply
10d
Investment Associate
Wellington-Altus Private Wealth Inc. —Saskatoon, SK
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Relationship Mgm. Stream, Commercial Development Program - Summit Readiness Associate - Saskatoon
Scotiabank —Saskatoon, SK
- Full-time
- Finance
- Business development
- Business
2d
Administrator, Registered Plans Deposit Operations (Saskatoon, Toronto)
EQ Bank | Equitable Bank —Saskatoon, SK
- $49,800–$70,300 a year
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Vision care
Quick apply
Program Coordinator Rural Medicine, College of Medicine
University of Saskatchewan —Regina, SK
- $69,035–$107,868 a year
- 8 hour shift
- Microsoft Office
- Bachelor's
- Travel
8d
Summit Readiness Associate, Commercial Development Program (RM- Agriculture banking) - Saskatoon
Scotiabank —Saskatoon, SK
- Full-time
- Finance
- Business development
- Business
10d
Coordinator, Program Administrators and PGME Contract Development, College of Medicine
University of Saskatchewan —Saskatoon, SK
- $53,091–$82,954 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Analysis skills
3d
Associate Investment Advisor
Wellington-Altus Private Wealth Inc. —Saskatoon, SK
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Bilingual Billing Fulfillment Administrator
Co-operators Life Insurance Company —Regina, SK
- $43,550–$72,583 a year
- Hybrid work
- Bilingual
- Customer service
- English
- Disability insurance
- Dental care
Quick apply
2d
Pre-Clerkship Coordinator, College of Medicine (Regina)
University of Saskatchewan —Regina, SK
- $53,091–$82,954 a year
- Full-time
- Research
- Project management
- Education
Project Manager
Paradigm Consulting —Regina, SK
- Contract
- Remote
- PMP
- Finance
- Project management
- Profit sharing
Quick apply
Room Attendant - Chateau Nova Kindersley/Kindersley Inn
Nova Hotels —Kindersley, SK
- Weekends as needed
- Hotel
- Communication skills
Quick apply
Associate Dentist - Victoria Square Dental
123Dentist —Regina, SK
- Full-time
- Medicine
Quick apply
5d
Associate Dentist - Southland Dental
123Dentist —Regina, SK
- Full-time
- Medicine
Quick apply
Associate Orthodontist- Regina, SK
123Dentist —Regina, SK
- Part-time
- Medicine
- Bachelor's
Quick apply
Bilingual Associate Program Manager
BioScript Solutions —Canada
- Remote
- Bilingual
- English
- Project management
Quick apply
10d

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Financial Analyst – Vehicles & Consolidation
Toyota —Scarborough, ON
Support in the mentorship/partnership of the vehicle accounting analysis, as well as other F&A associates. Volume/Mix/Rate analysis across vehicle divisions.
$89,100–$117,000 a year
Accounting Associate
PADGETT BUSINESS SERVICES —Markham, ON
Responding to CRA correspondence and assisting with client inquiries. Strong understanding of accounting principles, payroll processing, and financial reporting…
$48,000–$60,000 a year
Quick apply
4d

I want to receive the latest job alerts for finance associate in saskatchewan

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

finance associate jobs near saskatchewan

Transition Associate

Wellington-Altus Private Wealth Inc. -
Saskatoon, SK

Apply Now

Job details

Permanent

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Post-secondary education
Microsoft Office
Finance
High school diploma or GED
Smartsheet
Organizational skills
CSC
Business
Accounting

Full job description

Transition Associate

Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg or 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 opportunity:

Reporting to the Manager, Transition, the Transition Associate will be responsible for supporting Transitions for the purpose of onboarding new Advisor Teams. Transition Associates play a key role in the growth of our business, utilizing their exceptional client service skills, combined with their keen eye for detail and process improvement to successfully manage and complete the tasks and projects associated with Advisor Onboarding.

Key responsibilities include:

Prepare account documentation & complete quality control processes
- Reviewing Personal Information Form (PIF).
- Analyzing information contained in PIF to establish account types, platforms, additional forms and selecting templates for various scenarios per household.
- Identify missing information, documentation, and forms.
- Completing templates and preparing packages.
Manage documentation finalization, workflow initiation, and follow-up
- Uploading or printing (depending on mode of delivery) packages for delivery to client.
- Package tracking throughout workflow process at various levels.
- Uploading to DocuSign.
Complete documentation corrections
- Communicating with various departments to identify and rectify required corrections.
- Updating documentation as required.
- Reinitiating and continue workflow to completion.
Complete ongoing reporting
- Completing package tracking via Transition Tracker.
- Completing Daily Summary reporting on metrics.
- Updating and maintaining Smartsheet data and documents.
- Completing ad hoc reporting, as required.
Complete transfers processing
- Reviewing transfer forms for accuracy and completeness.
- Initiating transfers via partner website/tools.
- Tracking, reconciling and following up on all transfers.
- Monitoring transfers for rejections and reprocess if necessary.
Provide support to incoming & recently-transitioned IA teams
- Acting as a general resource person concerning the firm’s products, procedures, and policies.
- Liaising with marketing provider and IT provider to support the onboarding of teams.

The ideal candidate will possess:

Completion of post-secondary education in business administration, accounting, finance, or a similar field of study preferred.
1+ years’ experience in a customer/client-service facing role, or minimum of 1 year as a Junior Transition Associate.
Equivalent combination of education and experience may be considered.
Experience in wealth management/financial services or other regulated industry is a strong asset.
Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Strong knowledge and desire to learn new technology applications quickly, such as DocuSign, custodian applications, WA systems.
Valid CSC/CPH or Canadian Investment Regulatory Exam (CIRE) is considered an asset.
Exceptional organizational skills.
Ability to communicate effectively, both written and verbal, with all levels within the organization, across various mediums (in-person, over the phone, virtually).
Ability to adapt quickly to changing needs and work requirements.
Demonstrated ability to learn job-specific/proprietary technology and systems in an accelerated amount of time (within 3 months of hire).
Proven, reliable work ethic with the ability to manage multiple, competing priorities.
Established ability to independently identify problems and make suggestions for improvement.
Experience working within defined processes with the ability to independently manage tasks and outcomes.
Excellent attitude and committed to providing extraordinary service.
An excellent attention to detail.
An ability to maintain the highest levels of confidentiality.
Willingness and ability to work overtime as business needs dictate, including evenings and weekends.

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.
Must be able to travel within Canada 0-15% of the time.

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. Artificial Intelligence (AI) will be used to screen and assess candidates for this role. 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

finance associate jobs in saskatchewan

Transition Associate

Administrative Associate

Premium Administrator

Investment Associate

Relationship Mgm. Stream, Commercial Development Program - Summit Readiness Associate - Saskatoon

Administrator, Registered Plans Deposit Operations (Saskatoon, Toronto)

Program Coordinator Rural Medicine, College of Medicine

Summit Readiness Associate, Commercial Development Program (RM- Agriculture banking) - Saskatoon

Coordinator, Program Administrators and PGME Contract Development, College of Medicine

Associate Investment Advisor

Bilingual Billing Fulfillment Administrator

Pre-Clerkship Coordinator, College of Medicine (Regina)

Project Manager

Room Attendant - Chateau Nova Kindersley/Kindersley Inn

Associate Dentist - Victoria Square Dental

Associate Dentist - Southland Dental

Associate Orthodontist- Regina, SK

Bilingual Associate Program Manager

Explore jobs in cities nearby

I want to receive the latest job alerts for finance associate in saskatchewan

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected