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Kilgour Group - IG Private Wealth Management

Client service Co-ordinator

Sudbury, ON, Canada
Greater Sudbury, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 5, 2026
Posting language: English
Posted: Nov 5, 2026

Original job description

Company Description Kilgour Group – IG Private Wealth Management is a Sudbury-based team providing comprehensive, coordinated financial planning to families, incorporated professionals, and business owners. The group focuses on integrated strategies that align corporate and personal tax planning, business succession, estate and intergenerational wealth transfer, retirement and investment planning, insurance, and charitable giving. Deep local roots and long-term client relationships are central to their approach, with advice grounded in a thorough understanding of each client’s full financial picture.

The Kilgour Group Private Wealth Management is looking for an organized, adaptable and client-focused Client Service Coordinator to join our team in Sudbury.

This is a hands-on client service and operational role supporting our financial planning advisors and helping ensure our clients receive timely, professional and proactive service.

We're looking for someone who enjoys working within a team, takes ownership of their responsibilities and is always looking for ways to make things work better.

What You'll Do

Handle day-to-day client service and account requests

Support securities transactions within your licensing and authority

Prepare client documentation and materials for meetings

Coordinate forms, signatures, implementation and follow-up

Act as a key point of contact for clients by phone, email and in person

Track outstanding client requests and ensure nothing falls through the cracks

Support advisors before and after client meetings

Help create and improve workflows, checklists and processes

Use technology to improve efficiency and the client experience

What We're Looking For

Someone who is:

Highly organized and detail-oriented

Friendly, professional and confident communicating with clients

Accountable and strong at following through

Comfortable managing multiple priorities

A problem solver who looks for better ways of doing things

Comfortable with technology and learning new systems

A collaborative team player

Experience in wealth management, investments, banking or financial services is an asset

Candidates must already hold appropriate securities licensing

This is not a lead financial advisor or financial planning position. You will work alongside our fully licensed advisors, helping them deliver a great client experience while allowing them to focus on planning, advice and client relationships.

For a full job description or additional information, please email Erin.Kitchen@igpwm.ca.

Interested in joining our team?

Send us your resume and a brief introduction

Apply About employer

More about this job

Responsibilities

Handle client service and account requests, support authorized securities transactions, and prepare and coordinate client documentation, signatures, implementation, and follow-up. Serve as a key client contact, support advisors around meetings, track outstanding requests, and improve workflows and processes using technology.

Requirements

Candidates should be organized, detail-oriented, professional in client communications, accountable, and able to manage multiple priorities while working collaboratively. Experience in wealth management, investments, banking, or financial services is an asset, and appropriate securities licensing is required.

Skills

Client Service
Organization
Attention To Detail
Client Communication
Follow-Through
Multitasking
Problem-Solving
Technology Proficiency
Teamwork
Securities Transactions
Documentation Preparation
Workflow Improvement
Process Coordination
Financial Services

Visa sponsorship

Not detected in the job text

Hiring contact

Erin Kitchen

Hiring contact email

Erin.Kitchen@igpwm.ca

Keywords

Client Service
Wealth Management
Financial Planning
Securities Licensing
Securities Transactions
Account Requests
Client Documentation
Meeting Preparation
Forms And Signatures
Implementation
Client Follow-Up
Advisor Support
Workflow Improvement
Process Checklists
Technology
Investment Planning
Tax Planning
Business Succession
Estate Planning
Retirement Planning
Insurance
Charitable Giving
Intergenerational Wealth Transfer

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