Position Overview:

We are seeking a detail-oriented and client-focused Client & Account Specialist to support our Financial Advisors in an established financial planning practice. This role is integral to supporting our sales and service objectives while providing clients with consistently professional, responsive, and seamless experience.

The successful candidate will have meticulous attention to detail, a positive attitude, excellent interpersonal skills, and strong organizational abilities. They will be responsible, confident, self-motivated, and comfortable working both independently and as part of a team.

Key Responsibilities:

- Prepare and process financial and administrative documentation accurately and within established deadlines.
- Ensure client transactions, account applications, trade instructions, and related documentation are completed accurately and in accordance with established procedures.
- Identify, investigate, and resolve issues impacting client transactions in a timely manner.
- Deliver a smooth, professional, and client-focused onboarding experience for new clients.
- Follow up on outstanding client documentation to ensure accounts remain properly maintained and client information is accurate and up to date.
- Prepare client review packages, reports, and supporting materials for meetings.
- Complete meeting notes and documentation, and coordinate follow-up activities.
- Respond to client inquiries by phone, email, and in person with professionalism, courtesy, and a strong commitment to timely service.
- Prepare and coordinate client correspondence, ensuring communications are accurate, clear, and professional.
- Maintain organized and accurate client files, records, and databases in accordance with internal standards and regulatory requirements.
- Provide reception and front-office support, including answering incoming calls, greeting clients, scheduling and confirming appointments, and directing inquiries appropriately.




- Support day-to-day office operations through general administrative duties and other tasks as assigned.
- Develop and maintain positive, skilled relationships with clients and colleagues.
- Collaborate closely with Financial Advisors and the operations team to support client needs, streamline workflows, and deliver a consistently high standard of service.
- Adhere to all applicable risk management, privacy, regulatory, and compliance policies, procedures, and requirements.

Job Requirements:

- Post-secondary education in a related field, CSC, CIFC or IFC is an asset
- A minimum of 2 years’ experience in financial services
- Advanced knowledge of investment processes and procedures is a must (i.e. RRSP, RRIF, TFSA, mutual funds and life insurance)
- Robust attention to detail to ensure accuracy and completeness
- Highly organized and deadline driven
- Great analytical skills
- Excellent interpersonal, written, and verbal communication skills
- Customer service focused
- Strong knowledge of Word, Excel, Outlook and Teams
- Ability to grasp concepts quickly and complete timely follow-through

Specific Behaviors:

- Strong critical thinking and analytical skills
- Effective problem-solving
- Self-motivated, proactive, and able to work independently
- Confidence, professionalism, and sound judgment
- Strong client service orientation with a commitment to delivering an exceptional client experience
- Results-driven, with a focus on accuracy, efficiency, and meeting deadlines
- Team-oriented team player who works effectively with colleagues
- Demonstrates initiative, accountability, and a willingness to take ownership of tasks
- Strong attention to detail, organization, accuracy, and adherence to quality standards
- High level of integrity, discretion, and commitment to ethical conduct and regulatory compliance

To apply, please submit your resume and cover letter to [email protected]. We thank all applicants for their interest in this opportunity. However, only candidates selected for further consideration will be contacted.

Work Location: In person

📌 Client & Account Specialist (Saskatoon)
🏢 Mcgregor Financial
📍 Saskatoon