Find work in Canada.

543,960 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 mins ago
OV
Relief Coordinator, Food Services - Part Time - Markham Stouffville Hospital
Oak Valley Health
Markham, ON
- Part-time
Added 2 mins ago
JM
Summer Students-4
Johns Manville
Innisfail, AB
- Part-time
…the Utility Group. This position reports to the Utility Group Coordinator. The job term is expected to be from May to the end of August, as such it would be ideally suited to a College or…
Added 2 mins ago
BH
Scheduling Coordinator
Bayshore HealthCare
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 2 mins ago
AS
ASD-E Behaviour Intervention Mentor 10-month - Jordan's Principle (TERM)
Anglophone School District
Sackville, NB
- Full-time
Reports to: ESS Subject Coordinator and School Principal
Added 2 mins ago
B&
Mechanical Project Coordinator
Black & McDonald Limited
Ottawa, ON
- $60,000 to $70,000 CAD / year
- Full-time
Our Ottawa team is growing and is seeking a full-time Mechanical Project Coordinator who must be skilled, detail oriented, and result focused. The Mechanical Project Coordinator will be…
Added 2 mins ago
BU
Supervisor, Facilities Services & Trades Safety
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Serve as the designated Facilities Management coordinator for assigned maintenance, safety, and service-delivery activities within the Cairns Family Health and Bioscience Research…
Added 2 mins ago
AL
Branch Care Coordinator
Air Liquide
Edmonton, AB
- Full-time
R10103693 Branch Care Coordinator (Open)


Added 2 mins ago
Project Supervisor (Homelessness Reduction) - 16 Month
County of Wellington
ON · Guelph, ON
Added 2 mins ago
GC
Junior Administrative Coordinator
Gunnebo Canada
Burnaby, BC
- Full-time
We are looking for an organized, customer-focused Junior Administrative Coordinator to join our Vancouver team.
Added 2 mins ago
NC
Executive Coordinator (PFT) (NU 39.26)
Norfolk County
ON · Simcoe, Ontario
- Full-time
As the Executive Coordinator, you’ll provide senior-level support to the Chief Administrative Officer and Senior Leadership Team, coordinating key administrative and organizational…
Added 2 mins ago
CS
Sports League Operations and Growth Coordinator
Community Sports Partners
Remote, Canada
- Full-time
- Remote
Start as a Coordinator at CAD $20 per hour, plus performance bonuses of up to CAD $2,000+ per month, based on targets and calculation terms agreed in advance. Bonuses are variable, not…
Added 2 mins ago
TT
Coordonnateur/Coordonnatrice, Temps plein, Winners Place Laurier
The TJX Companies, Inc.
Quebec, QC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 2 mins ago
D
Team Lead
Dynacare
Winnipeg, MB
- Contract
As a Lead Coordinator, you will be responsible for ensuring the efficient operation and functionality of the operations in conjunction with the Manager, all in keeping with Dynacare’s…
Added 2 mins ago
Project Coordinator
Sonepar
Winnipeg, MB
The Project Coordinator is responsible for directing, organizing, and controlling project activities, under the direction of the Branch Manager. The Project Coordinator provides support to…
Added 2 mins ago
GO
Victim and Witness Services Coordinator
Government of Saskatchewan
La Ronge, SK
- Full-time
Added 2 mins ago
HF
Physician Affairs Coordinator
Hamilton Family Health Team
Hamilton, ON
- $67,400 to $77,000.88 CAD / year
- Full-time
We are looking for a Physician Affairs Coordinator to join our small, collaborative team, helping strengthen relationships, support physician leadership and advance the work of team-based…
Added 2 mins ago
NC
Executive Coordinator (PFT) (NU 39.26)
Norfolk County
ON · Simcoe, ON
- Full-time
As the Executive Coordinator, you'll provide senior-level support to the Chief Administrative Officer and Senior Leadership Team, coordinating key administrative and organizational…
Added 2 mins ago
QM
Coordonnateur(trice) de salons professionnels et d'événements - matériel promotionnel / Trade Show
Quantum Management Services Ltd.
Montreal, QC
- $60,000 to $65,000 CAD / year
- Full-time
Position: Trade Show & Event Coordinator - Promotional Materials
Added 17 mins ago
PG
Coordinator, MarTech & Data Intelligence
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
Reporting to the Experience Planning Director, the Coordinator will be responsible to take an
Added 17 mins ago
Ticketing Services Coordinator
City of Mississauga
Mississauga, ON
Added 17 mins ago
Committee of Adjustment Coordinator
City of Mississauga
Mississauga, ON
Added 17 mins ago
UH
Clinical Coordinator
University Health Network
Toronto, ON
- Full-time
As an integral member of the Wallace McCain Centre, the Clinical Coordinator supports the clinical operations, coordination and ongoing development of the program. The role is responsible…
Added 17 mins ago
K
Media Planning Coordinator
Klick
Toronto, ON
- Full-time
The Media Planning Coordinator supports the development and execution of digital media plans that help life sciences brands connect with healthcare audiences. Working closely with Planning,…
Added 32 mins ago
YR
Secondary Long Term Occasional (LTO)100% Special Education - YREM
York Region District School Board
Newmarket, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 32 mins ago
SA
Substitute Teacher for French Immersion
St Albert Public School Division
St. Albert, AB
- Full-time
French Competency Conversation: All short-listed candidates will be contacted by our Division Coordinator of French Immersion and will have an in-depth conversation in French.

Navacord

Client Coordinator, Wealth

Edmonton, AB, Canada

Apply About employer

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.

Apply About employer

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

Report this job