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Added 22 mins ago
ON
Legal Coordinator – OLRB Health Care Restructuring/PSLRTA Lead – Litigation Team
Ontario Nurses' Association
London, ON · Ottawa, ON · Port Hope, ON · Toronto, ON · Nepean, ON
- Full-time
…nursing student affiliates - who provide care in hospitals, long-term care, public health, the community, clinics and…
Added 52 mins ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…
Added 1 hour ago
FO
Manager, Programs Outreach - Adaptation
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Reporting to the Senior Manager, Client and Funding Services (CFS) – Adaptation, the Manager, CFS - Adaptation provides leadership in the development and implementation of Outreach…
Added 1 hour ago
W&
HR Operations and Administration Specialist
Ward & Uptigrove Human Resources Solutions
Waterloo, ON
- Full-time
Our client is seeking a highly driven and adaptable Human Resources Operations and Administration Specialist to join their growing organization. This hands-on, execution heavy role manages…
Added 1 hour ago
T
Senior Manager, Procurement Portfolio Advisor
TD
Toronto, ON
- Full-time
The Senior Manager, Procurement Portfolio Advisor is a senior leadership role within Enterprise Programs, Strategy & Support (EPSS), responsible for defining, leading, and evolving…
Added 1 hour ago
VD
Community Network Manager
Vancouver Division of Family Practice
Vancouver, BC
- Full-time
Build and maintain trusted, long-term relationships through regular outreach, responsive communication, and personalized service.
Added 1 hour ago
SL
Director, Domain Enterprise Architect (AI)
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
This role balances long-term strategic planning with strong execution leadership, ensuring the enterprise AI roadmap translates into measurable business outcomes while maintaining…
Added 2 hours ago
NB
Senior talent acquisition advisor
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Talent Acquisition Advisor in the Commercial Banking and Private Banking 1859 team at National Bank means acting as a strategic talent advisor who helps drive business…
Added 2 hours ago
NB
(Senior) Director, Credit Execution - Tech & Innovation
National Bank of Canada
Toronto, ON
- Full-time
trusted advisor to companies that are transforming the world and to support
Added 2 hours ago
OI
Senior Oracle Asset Management Advisor
OXARO Inc.
Ottawa, ON
- Contract
Validate stakeholder data to establish a comprehensive baseline for Oracle software across client and server environments.
Added 2 hours ago
Client Coordinator, Wealth
Navacord
Edmonton, AB
Pro-active administrative support to the Financial Advisor in the delivery of client investment needs.
Added 2 hours ago
B
REGIONAL ADVISOR, OPERATIONAL EXCELLENCE- ADVISORY SERVICES - Montreal
BDC
Montreal, QC
- Full-time
The Regional Advisor, Operational Excellence plays a pivotal role in accelerating the reach, effectiveness, and impact of Advisory Services (AS).
Added 2 hours ago
OS
Client Success Manager
OneTEAM Sports Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Serve as a trusted advisor, developing a deep understanding of client goals and aligning company solutions to meet their evolving needs.
Added 3 hours ago
W
Lifecycle Asset Data Lead - Buildings
WSP
Toronto, ON
- Full-time
…the intelligence behind great design with the demands of long-term operational…
Added 3 hours ago
R
Senior Investment Funds Advisor
RBC
Vancouver, BC
- Full-time
As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…
Added 3 hours ago
T
Senior Group Manager, Audit (ATH 1146)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 3 hours ago
B
Associate
BMO
Toronto, ON · FCP
- Full-time
A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide…
Added 3 hours ago
T
Senior Group Manager, Audit (ATH 1146)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 3 hours ago
AC
Allstate Sales Agent Trainee
Allstate Canada
Toronto, ON
- Full-time
Relationship Building: Ability to build trust quickly, understand client needs, and maintain long-term, value-driven relationships.
Added 3 hours ago
W
Senior Metallurgical Engineer
Worley
AB · Edmonton, AB
- Full-time
Establish, interpret, and govern discipline design standards, best practices, specifications, and technical frameworks in alignment with Worley and client requirements.
Added 3 hours ago
W
Senior Metallurgical Engineer
Worley
Calgary, AB
- Full-time
Establish, interpret, and govern discipline design standards, best practices, specifications, and technical frameworks in alignment with Worley and client requirements.
Added 3 hours ago
M
Bilingual Customer Success Manager
Morningstar
Toronto, ON
- Full-time
…Sales, Product, Support, and Implementation, to advocate for client needs, resolve challenges, and deliver a seamless client experience. We are seeking a bilingual professional fluent in…
Added 4 hours ago
CL
Director, Client Relationships Eastern Canada
Canada Life
Ottawa, ON
- Full-time
…Retirement & Savings partners and key stakeholders to strengthen client relationships, support business growth, and deliver consistent service excellence. You will also play a critical role…
Added 4 hours ago
C
Director of Global Brand Partnership
CarltonOne
Toronto, ON · Greater Toronto Area, Canada
- Contract
Support major client opportunities requiring supplier participation, collaboration, or customized Carlton One Reward ecosystem solutions.
Added 4 hours ago
Account Specialist - Small Medium Business - Hybrid
TELUS
Toronto, ON
Cultivate long-term partnerships where clients see you as their trusted technology advisor, not a one-time transaction

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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