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Added 1 min ago
R
Insurance Advisor - Life, Health & Wealth
RBC
Charlottetown, PE
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 3 hours ago
A
Financial Advisor Wealth Advice Centre
ATB
Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Chestermere, AB · Claresholm, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Fairview, AB · Falher, AB · Foremost, AB · Forestburg, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
As ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will be responsible for supporting new and existing clients through a variety of digital channels. For example,…
Added 4 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Regina, SK
- Full-time
Senior Financial Advisor - Member Contact Centre
Added 4 hours ago
IW
District Vice-President
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 4 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 4 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 4 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 4 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 4 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
AB · Alberta, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 4 hours ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 5 hours ago
TF
Office Manager, Underwriting and Client Satisfaction
Trevor Frances Recruitment
Toronto, ON
- Full-time
…service coordinator role (ideally within financial services, wealth management, or life insurance brokerage…
Added 6 hours ago
Manager, Product Management
The Canada Life Assurance Company
London, ON · Toronto, ON
Reporting to the Director, Product Management, the Manager, Product Management will serve as a subject matter expert for segregated fund products and solutions within Individual wealth.…
Added 7 hours ago
HI
Strategic Human Resources Business Partner (SHRBP)
HUB International
Chilliwack, BC · Victoria, BC
- Full-time
…BC, report to the VP, Human Resources, and act as a trusted advisor to our regions and teams. You’ll provide expert guidance and help plan and deliver people programs that support our…
Added 7 hours ago
Senior Financial Advisor Nelson Road Branch - Saskatoon SK
Scotiabank
Saskatoon, SK
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 7 hours ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 7 hours ago
Financial Advisor - Stony Plain, AB
Scotiabank
Stony Plain, AB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 7 hours ago
Senior Financial Advisor - Oromocto, NB
Scotiabank
Oromocto, NB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 7 hours ago
ScotiaMcLeod Administrative Associate
Scotiabank
White Rock, BC
As an Administrative Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing…
Added 7 hours ago
TE
FinTech Data Engineer: Claude AI Workflow for Form ADV & FINTRX Analytics
The Essence Group
Canada
- Contract
…States to architect and build a repeatable, highly resilient wealth-management research…
Added 7 hours ago
Assistant
Richardson Wealth Ltd
Montreal, QC
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…
Added 7 hours ago
MW
Administrative Assistant
Mallard Wealth Advisors
Saskatoon, SK
- Full-time
Reporting to Derek Kennedy, Senior Wealth Advisor
Added 8 hours ago
B
Associate, Commercial Banking (Public Sector Group)
BMO
Toronto, ON · FCP
- Full-time
…Debt Capital Markets, Interest Rate Derivatives, Global Asset Management / Wealth Advisory and many…
Added 8 hours ago
Senior Financial Advisor - Elliot Lake, ON
Scotiabank
Elliot Lake, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 8 hours ago
Senior Financial Advisor - Downtown Halifax, Nova Scotia (Future Opportunities)
Scotiabank
Halifax, NS
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 8 hours ago
Financial Advisor- Speedvale & Stevenson, Guelph ON
Scotiabank
Guelph, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

Mallard Wealth Advisors

Administrative Assistant

Saskatoon, SK, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 2, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

Administrative Assistant – Mallard Wealth Advisors (MWA)

Reporting to Derek Kennedy, Senior Wealth Advisor

Objective and Scope

Derek is seeking an Administrative Assistant to provide high-level administrative support and

coordination for his advisory team within the office. This role is responsible for helping manage the day-to-day workflow, prioritizing multiple tasks and projects, and supporting superior client service.

This includes scheduling client meetings, preparing for meetings, including all documentation and

reports and completing timely follow-ups for outstanding tasks.

Responsibilities

Support the Advisors with client and prospect engagement, including scheduling appointments,

preparing meeting materials, tracking next steps, and completing follow-up.

Prepare, complete, and process required paperwork and documentation for client transactions,

account updates, transfers, onboarding, and other advisor-directed activities.

Prepare for client meetings by gathering information, organizing documentation, updating client

files, and ensuring materials are accurate, complete, and ready.

Monitor incoming requests, identify priorities, and help ensure deadlines and client commitments

are achieved.

Contribute to a collaborative, positive, and accountable team environment that supports MWA’s

culture and client experience.

Requirements

Education and Experience

• Post-secondary education or continuing professional development, along with administrative

experience.

Industry experience in financial services, insurance, wealth management, or a related professional

services environment would be beneficial.

Proficiency with Microsoft Office, including Outlook, Word, and Excel, and CRM’s. Experience with

Salesforce is an asset.

Skills and Competencies

Strong administrative coordination skills with the ability to manage multiple priorities, deadlines,

and moving pieces.

Confident, professional, and observant, with the ability to anticipate needs and take initiative

without waiting to be directed.

Strong problem-solving skills with a solutions-focused mindset and the judgment to know when to

escalate questions or concerns.

Agile and adaptable, with the ability to shift priorities while maintaining accuracy, professionalism,

and client service standards.

Highly organized, detail-oriented, and motivated to get things done efficiently and accurately.

Strong communication skills, both written and verbal, with the ability to interact professionally with

clients, prospects, advisors, and internal team members.

Compensation

Full benefits, RRSP matching, vacation, and parking.

8:30 a.m. to 4:30 p.m., Monday to Friday, with occasional flexibility for events, seminars, or personal

needs. The firm often works until noon on Fridays in the summer

Apply About employer

More about this job

Responsibilities

Coordinate advisor and client workflows by scheduling appointments, preparing meeting materials, processing client paperwork, and tracking follow-ups. Monitor incoming requests and deadlines while supporting accurate, timely client service and a collaborative team environment.

Requirements

Post-secondary education or continuing professional development and administrative experience are requested; experience in financial services, insurance, wealth management, or a related professional services setting is beneficial. Candidates should be proficient with Microsoft Office and CRM systems, with strong organizational, communication, prioritization, problem-solving, and adaptability skills; Salesforce experience is an asset.

Skills

Administrative Coordination
Task Prioritization
Scheduling
Meeting Preparation
Document Preparation
Client Service
Follow-Up
Attention to Detail
Organization
Problem-Solving
Communication
Initiative
Adaptability
Microsoft Outlook
Microsoft Word
Microsoft Excel

Benefits

Full Benefits
RRSP Matching
Vacation
Parking

Visa sponsorship

Not detected in the job text

Hiring contact

Derek Kennedy

Keywords

Financial Services
Wealth Management
Insurance
Administrative Support
Client Service
Client Engagement
Prospect Engagement
Appointment Scheduling
Meeting Preparation
Meeting Materials
Client Transactions
Account Updates
Transfers
Client Onboarding
Documentation
Client Files
Deadline Management
Microsoft Office
Microsoft Outlook
Microsoft Word
Microsoft Excel
CRM
Salesforce
RRSP Matching

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