Saskatchewan Wealth management advisor Jobs – 39 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
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Saskatoon, SK
- Full-time
- Sales
- English
- Business development
- Profit sharing
4d
Mortgage Specialist - Regina
Scotiabank —Regina, SK
- Sales
- Communication skills
- Negotiation
- Dental care
Mortgage Specialist - Saskatoon
Scotiabank —Saskatoon, SK
- Sales
- Communication skills
- Negotiation
- Dental care
Senior Lending Advisor- Regina Main Branch SK
Scotiabank —Regina, SK
- Sales
- Salesforce
- Negotiation
5d
Associate Investment Advisor
Wellington-Altus Private Wealth Inc. —Saskatoon, SK
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
Aviso Wealth —Regina, SK
- Office experience
Quick apply
Developing Investment Advisor - Regina & Saskatoon
TD Bank —Saskatoon, SK
- $50,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Business
- Paid time off
Assistant
Richardson Wealth Ltd —Saskatoon, SK
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Tax and Financial Planning Advisor
Raymond James Financial, Inc. —Saskatoon, SK
- $80,000–$120,000 a year
- Overtime
- Microsoft Office
- Communication skills
- Employee stock purchase plan
- Tuition reimbursement
Investment Associate
Wellington-Altus Private Wealth Inc. —Saskatoon, SK
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Associate
Royal Bank of Canada —Swift Current, SK
- Full-time
- Microsoft Excel
- Microsoft Office
- Communication skills
Personal Insurance Advisor
HUB International —Kamsack, SK
- Full-time
- Sales
- No travel
Transition Associate
Wellington-Altus Private Wealth Inc. —Saskatoon, SK
- Overtime
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Planning Specialist
Royal Bank of Canada —Regina, SK
- Full-time
- Microsoft Office
- Analysis skills
- Communication skills
Investment Advisor
Royal Bank of Canada —Saskatoon, SK
- Full-time
- Sales
- Business
- Marketing
Financial Advisor
Raymond James Financial, Inc. —Saskatoon, SK
- Full-time
- Dental care
- Life insurance
Commercial Account Administrator
HUB International —Regina, SK
- Full-time
- Computer skills
- No travel
Licensed Insurance Advisor
First Growth Multi-Family Office —Saskatoon, SK
- $40,000–$80,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Dental care
- Paid time off
Quick apply
ScotiaMcLeod Administrative Associate - Regina
Scotiabank —Regina, SK
- Organizational skills
- Communication skills
- Time management
- Paid time off

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wealth management advisor jobs near saskatchewan

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

wealth management advisor jobs in saskatchewan

Wealth & Insurance Administrative Assistant

Insurance Advisor Life, Health & Wealth

Mortgage Specialist - Regina

Mortgage Specialist - Saskatoon

Senior Lending Advisor- Regina Main Branch SK

Associate Investment Advisor

Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs

Developing Investment Advisor - Regina & Saskatoon

Assistant

Tax and Financial Planning Advisor

Investment Associate

Associate

Personal Insurance Advisor

Transition Associate

Financial Planning Specialist

Investment Advisor

Financial Advisor

Commercial Account Administrator

Licensed Insurance Advisor

ScotiaMcLeod Administrative Associate - Regina

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