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Added 1 day ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
…remaining responsive to relevant campus stakeholders. CAL is a core academic support unit for both students and faculty and the work of the Accessibility Advisor contributes to the…
Added 1 day ago
VS
Adult Education Senior Math Instructor
Vancouver School Board
Vancouver, BC
- Part-time
…courses (basic literacy through Grade 10 equivalency); structured academic Grade 10, 11 and 12 as well as personalized, self-paced courses at the Foundations and Grade 10, 11 and 12 levels.…
Added 1 day ago
VS
Adult Education Math Instructor
Vancouver School Board
Vancouver, BC
- Part-time
…courses (basic literacy through Grade 10 equivalency); structured academic Grade 10, 11 and 12 as well as personalized, self-paced courses at the Foundations and Grade 10, 11 and 12 levels.…
Added 1 day ago
UO
Research Assistant, Clinical Neurosciences
University of Calgary
Calgary, AB
- Part-time
This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase 1.
Added 1 day ago
NC
Professor, Electrical (26-44)
Northern College of Applied Arts and Technology
Timmins, ON
- Full-time
…Mining, the Professor, Electrical will be expected to act as an academic advisor to students in the program, participate as a leader and effective team member working in groups at the…
Added 1 day ago
UO
Events and Communications Assistant, Snyder Institute for Chronic Diseases
University of Calgary
Calgary, AB
- Full-time
This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase 1.
Added 1 day ago
N(
Academic Advisor, JR Shaw School of Business (Temporary)
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Do you have a passion for enabling students to fulfil their academic and career goals? We are looking for an Academic Advisor to provide individualized academic progression guidance and…
Added 1 day ago
NA
Academic Advisor, JR Shaw School of Business (Temporary)
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
Do you have a passion for enabling students to fulfil their academic and career goals? We are looking for an Academic Advisor to provide individualized academic progression guidance and…
Added 1 day ago
TM
Mental Health Consultant
Toronto Metropolitan University
Toronto, ON
- Full-time
…leadership, cutting-edge research and a deep commitment to academic excellence, TMU collaborates with students, faculties, staff and partners to push boundaries, reimagine solutions and…
Added 1 day ago
UO
Clinical Placement Operations Manager
University of British Columbia
Vancouver, BC · UBCV | Friedman Building (FRDM)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…case-based approach and is taught by the Department’s renowned academic faculty and a community of clinical…
Added 1 day ago
TU
Clinical Placement Operations Manager
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…case-based approach and is taught by the Department’s renowned academic faculty and a community of clinical…
Added 1 day ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
…teaching (the equivalent of eight (8) three-hour classes each academic year) and service at the Department, Faculty, and/or University levels. In addition to intermediate-level finance…
Added 1 day ago
Director, Office of the Dean
University of Toronto
Toronto, ON
…government and international relations. Acting as a principal advisor and representative for the Dean, you will liaise with senior academic, hospital and external partners to advance…
Added 1 day ago
NB
Advisor
National Bank of Canada
Montreal, QC
- Temporary
A career as a advisor in the Syndicated Loans team at Banque Nationale means acting as an expert in financing products. It is through your expertise and client proximity that you have a…
Added 1 day ago
CS
Pediatric Craniofacial Surgeon, Department of Pediatric Surgery - BC Children's Hospital & The University of British Columbia (UBC)
Canadian Society of Plastic Surgeons
Vancouver, BC
- Full-time
…residents, fellows, and medical students, while contributing to the academic mission of the University of British Columbia. Opportunities for clinical research, quality improvement, and…
Added 1 day ago
Director, Information Technology & Enterprise Systems
International Business University
Toronto, ON
Reporting directly to the CEO, the Director will serve as a strategic advisor to senior leadership and play a pivotal role in shaping the institution's technology roadmap, enterprise…
Added 1 day ago
MU
Wellness Access Advisor
McGill University
Brown Student Serv.
- Full-time
Reporting directly to the Associate Director Wellness (Communities), the Wellness Access Advisor with mental health expertise serves a central role in facilitating access for students with…
Added 1 day ago
CC
Business Advisor
Conexus Credit Union
Regina, SK
- Full-time
We’re looking for a Business Advisor to join our commercial team in Regina, who is passionate about helping local businesses succeed. You will be providing financial advice and creative…
Added 1 day ago
OD
Student Counsellor, 60% Term (External Posting)
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON
- Full-time
…acting as a crisis stabilizer, a clinical therapist, or an academic pathway advisor, the RCP focuses on sustained relational proximity within the natural rhythm of the school day to build…
Added 1 day ago
CC
Business Advisor
Conexus Credit Union
Regina, SK
- Full-time
We’re looking for a Business Advisor to join our commercial team in Regina, who is passionate about helping local businesses succeed. You will be providing financial advice and creative…
Added 1 day ago
Client Coordinator, Wealth
Navacord
Edmonton, AB
Pro-active administrative support to the Financial Advisor in the delivery of client investment needs.
Added 1 day ago
Associate Head, Kinesiology - UGH - FT Admin
Humber College
Toronto, ON
…leader in providing an education that offers a unique blend of academic and immersive, real work experiences combining theory and practice to solve complex challenges. Join…
Added 1 day ago
International Student Advisor
George Brown Polytechnic
Toronto, ON
& Support, the International Student Advisor (ISA) is responsible for
Added 1 day ago
HC
International Customer Service Advisor - RPT
Humber College
Toronto, ON
- Internship
Reporting to the Manager, International Customer Service, the International Customer Service Advisor, as part of the Customer Service team, is responsible for the coordination of all…
Added 1 day ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
…remaining responsive to relevant campus stakeholders. CAL is a core academic support unit for both students and faculty and the work of the Accessibility Advisor contributes to the…

Navacord

Client Coordinator, Wealth

Edmonton, AB, Canada

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Job details

Experience: 1-2 years experience in the investment industry working with private clients
Posting language: English
Posted: Oct 30, 2026

Original job description

Navacord is one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.

Client Coordinator, Wealth

Navacord Alberta | Wealth | Reporting to: Unit Manager

THE ROLE
The Client Coordinator provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Client Coordinator are passionate administrative professionals who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high-end results on schedule.

As a Client Coordinator, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are;

Respecting and seeking direction
Requiring strong structure and adherence to the rules

An eye for managing detail-work and always following through.

WHAT YOU’LL DO:

Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service.
Develop and maintain strong relationships with clients, sureties, and internal stakeholders, ensuring a high level of trust and long-term partnership.
Pro-active administrative support to the Financial Advisor in the delivery of client investment needs.
Preparing client onboarding of accounts
Processing investment trades and client transactions in a timely manner
Strong knowledge of regulatory policies around client account management and taxation of different products
Understanding of investment products and account types TFSA, RRSP, RRIF, LIRA etc
Knowledge around Segregated funds and insurance products considered an asset
Maintaining client files and records
Knowledge around Locked-in account unlocking and pension legislation.
Assist Advisor with booking client meetings, and organizing client reviews
Other duties as required.

WHAT WE REQUIRE:

Securities licensed completed or in progress.
LLQP designation or ability and willingness to obtain required licensing.
Securities licensed or ability and willingness to obtain required licensing.
Commitment to maintaining all licensing requirements in good standing.
An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred.
1-2 years experience in the investment industry working with private clients
Post-secondary degree or diploma preferred.
Comfort and ability to work with a high level of detail/accuracy.
Experience working in a fast-paced environment
Proficient use of Microsoft Office Suite (Word, Excel, Outlook), Zoom, DocuSign and Salesforce CRM
Detailed oriented and ability to work independently

Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

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More about this job

Responsibilities

The Client Coordinator provides centralized administrative support to production and service teams to ensure seamless service strategy execution. Responsibilities include managing client onboarding, processing investment trades, maintaining client records, and assisting advisors with meeting organization.

Requirements

Candidates must have 1-2 years of experience in the investment industry and possess or be working toward securities and LLQP licensing. A post-secondary degree or diploma is preferred, along with proficiency in Microsoft Office and CRM software.

Skills

Administrative support
Investment products
Client onboarding
Regulatory policies
Account management
Taxation
Segregated funds
Insurance products
Pension legislation
Microsoft Office Suite
Zoom
DocuSign
Salesforce CRM
Detail-oriented
Investment industry

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment industry
Client coordinator
Administrative support
Securities license
LLQP
TFSA
RRSP
RRIF
LIRA
Segregated funds
Insurance
Pension legislation
Microsoft Office
Zoom
DocuSign
Salesforce CRM
Client onboarding
Investment trades
Risk management
Financial advisor support
Regulatory compliance
Account management
Taxation
Client relations

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