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Added 52 mins ago
SC
Full Time Intensive Child & Youth Case Coordinator – George House
SOAR Community Services
Brantford, ON
- Full-time
Utilize the Agency’s Client Service Model, facilitate development of strength-based service plans with clients and provide support in working on the plan with clients.
Added 53 mins ago
B&
Project Coordinator, Refrigeration
Black & McDonald Limited
Stoney Creek, NB
- Full-time
The Project Coordinator is located in our Stoney Creek office and reports directly to the Refrigeration Project Supervisor. Their primary focus is supporting the Refrigeration Projects team…
Added 1 hour ago
JH
Front Office Coordinator
Jackson Hewitt Tax Service Inc.
Springdale, NB
- Full-time
Take the Lead in Creating an Exceptional Client Experience!
Added 1 hour ago
SH
Home Care Attendant - Repost
Southern Health-Santé Sud
Starbuck Island, MB · Starbuck, MB
- Full-time
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 1 hour ago
MH
Office Coordinator - Burnaby
Monarch House
Burnaby, BC
- $40,000 to $45,000 CAD / year
- Full-time
The Office Coordinator will ensure a positive first impression of Monarch House for internal (employees, contractors) and external (public, vendors, funders) stakeholders. Effectively…
Added 1 hour ago
PC
Bilingual Event Coordinator
Parkinson Canada
Montreal, QC
- $52,500 to $57,500 CAD / year
- Full-time
Client service driven with a proven ability to build strong relationships with stakeholders
Added 1 hour ago
F
Gestionnaire de projets / Project Manager
FluksAqua
Montreal, QC
- Full-time
…activities, including supervision of installation work and client follow-up. Your primary roles are those of planner, support provider, coordinator, and…
Added 1 hour ago
CH
Scheduling Coordinator
Carecor Health Services Ltd.
Halifax, NS
- Full-time
The Scheduling Coordinator plays a crucial role in healthcare settings by ensuring that healthcare providers are scheduled effectively to meet the needs of clients. This involves a variety…
Added 1 hour ago
HI
Patient Care Coordinator/LPN
Home Instead
Burnaby, BC
- Full-time
…safely, comfortably, and with dignity in their own homes. The Client Care Manager plays a vital role in ensuring that every client receives personalized, high-quality care while serving as…
Added 2 hours ago
TS
Housing Coordinator
The Salvation Army in Canada
Fort McMurray, AB
- Full-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 2 hours ago
VC
Food Service Worker
Vancouver Coastal Health
Vancouver, BC
- $25.82 CAD / hour
- Temporary
Within the context of a client and family centered model of care and, in accordance with Vancouver Coastal Health’s (VCH) values, “ We Care for Everyone, We are Always Learning, and We…
Added 2 hours ago
CH
Scheduling Coordinator – Edmonton (Full-Time)
CBI Home Health
Edmonton, AB
- Full-time
…multitasking to effectively coordinate care while balancing client needs and staff availability. By maintaining strong relationships with clients, families, care providers, and referral…
Added 2 hours ago
CH
Scheduling Coordinator – Hamilton (Full-Time)
CBI Home Health
Hamilton, ON
- Full-time
Scheduling Coordinator - Care Access Representative - Hamilton (Full-Time)
Added 2 hours ago
EC
Training & Events Coordinator
ECO Canada
Calgary, AB
- Full-time
Respond to participant training inquiries, trouble-shooting problems with online courses and processing client purchasing transactions.
Added 2 hours ago
EC
Sales and Solutions Coordinator
Entripy Custom Clothing
Oakville, ON
- Full-time
The Sales and Solutions Coordinator plays a critical role supporting the sales team and sits at the centre of the customer experience - managing orders from first inquiry through final…
Added 2 hours ago
CH
Scheduling Coordinator – Hamilton (Full-Time)
CBI Home Health
Hamilton, ON
- Full-time
Scheduling Coordinator - Care Access Representative - Hamilton (Full-Time)
Added 2 hours ago
SH
Clinical Practice Coach
SE Health
Oshawa, ON
- Full-time
The Clinical Practice Coach reports to the Clinical Director or Regional Director at the Service Delivery Centre (SDC). As Clinical Practice Coach, you will provide clinical practice…
Added 2 hours ago
U
Client Care Administrator / Patient Care Coordinator (Part-Time) – UROSPOT Mississauga
UROSPOT
Toronto, ON
- Part-time
Have experience in a client-facing role, such as a clinic front desk, spa, hospitality, retail or customer service
Added 2 hours ago
IR
Leasing Coordinator
Impact Recruitment
Calgary, AB
- Full-time
Are you currently a Leasing Coordinator/ Agent, or are you someone from a sales or hospitality background looking for their next exciting career move? Our client specializes in long-term…
Added 2 hours ago
K
Partner Administrative Assistant - Audit
KPMG
Vancouver, BC
- Full-time
The Client Administration function is a vital part of the firm’s Business Enablement Services and is focused on achieving client service excellence by delivering timely, high quality…
Added 2 hours ago
AC
Commis Aux Collections
Aston Carter
Montreal, QC
- $23 to $28 CAD / hour
- Full-time
The Accounts Receivable & Collections Coordinator is responsible for managing customer accounts, collecting outstanding payments, resolving billing inquiries, and maintaining accurate…
Added 2 hours ago
TS
Housing Coordinator
The Salvation Army Canada and Bermuda Territory
Fort McMurray, AB
- Full-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 2 hours ago
Talent Acquisition Enhancement Coordinator
Government of Alberta
AB
…data and technology? As the Talent Acquisition Enhancement Coordinator, you will help strengthen recruitment services across the Government of Alberta through a varied mix of outreach…
Added 2 hours ago
UC
Service and Inventory Coordinator
unHR Company
Ottawa, ON · Nepean, ON
- Full-time
unHR is recruiting on behalf of a client for an organized, hands-on professional support. You will keep inventory dependable and equipment ready for use, working closely with colleagues…
Added 2 hours ago
AC
Administrator Support
Aston Carter
Toronto, ON · East York, ON
- $40 to $50 CAD / hour
- Contract
Job Title: Project Administration Coordinator Manufacturing Plant TrialsJob Description

Navacord

Client Coordinator, Wealth

Edmonton, AB, Canada

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Applications open in a new tab.

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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