TL, Receipts & Disbursements at Western Financial Group

Proudly Canadian. Driven by Purpose. Rooted in Care.

Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada.

Team Lead, Receipts and Disbursements – High River, AB

What a Typical Day Looks Like

• Building, driving, and sustaining an engaged, high-performance team through employee development, training and coaching, and performance management and succession planning processes to drive accountability and team effectiveness
• Guiding junior team members in problem-solving and being adaptable to changing situations with critical thinking; provide support in addressing escalated or complex queriers when necessary
• Coordinate and manage team activities, in alignment with defined procedures and processes, while effectively managing strict timelines
• Leading the change management process to shape organizational understanding of proposed changes and establish support from key stakeholders
• Modeling, leading and communicating the Guiding Principles as the foundation and principal element of Western’s culture
• Reviewing, approving, and posting journal entries, deposits, client refunds and insurance carrier advances as required, coordinating with the team to ensure efficient processing
• Developing, documenting, planning and evaluating processes, procedures and policies to ensure compliance with external and internal controls
• Identifying, troubleshooting and resolving issues with branch offices and insurance carriers and escalating issues as required

The value you bring

• Proven experience leading a team within Receipts & Disbursements or Accounts Receivable
• Experience working in a high volume and fast paced Accounts Receivable or Receipts & Disbursements group
• High attention to detail while managing multiple competing priorities and deadlines
• Results focused
• Strong planning and organization skills
• Proven experience in full cycle accounting
• Proven experience leading a team

Role Details

• Hours/Duration: 37.5 hours per week – Permanent, Full-time
• Location: High River, AB
• Current Vacancy: Yes
• Requisition #: 83006
• Compensation Range: $70,000 - $80,000

Why Western?

Western’s people‑first culture, grounded in our guiding principles of Truthfulness, Fairness, Value, and Loyalty, is recognized across Canada and strengthened by our commitment to wellness, flexibility, and meaningful community impact.

Highlights Include

• 14 Paid Wellness Days, 3 weeks’ vacation, company‑matching savings programs, and 100% employer‑paid group benefits for eligible employees
• Over 1,500 volunteer hours supporting 160+ charities in 2024–2025 through the Western Financial Group Communities Foundation.

Our Commitment to Inclusion: At Western, we strive to create an accessible, equitable, and inclusive workplace where everyone feels valued and can thrive. As an equal opportunity employer, we encourage applicants of all backgrounds to apply, even if your experience doesn’t perfectly match every qualification. If you need assistance or an accommodation during the hiring process, please contact [email protected] or visit our Careers page.

Our Human‑First Hiring Approach: We do not use artificial intelligence to screen, assess, or select applicants. All applications are personally reviewed by Western’s Talent Acquisition Consultants. As part of our hiring process, we use standardized, scientifically validated skills assessments (non‑AI), and all results are reviewed by our hiring team.

Ready to Apply?

If making a meaningful impact in your community and growing your career in a supportive, purpose‑driven environment excite you, we’d love to hear from you.