Find work in Canada.

542,985 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 7 mins ago
Human Resources - HR Business Partner
Westerkirk
Toronto, ON
…governance, escalates significant risks and exceptions to the Senior Manager, Human Resources, and remains responsible for coordinating approved actions through…
Added 7 mins ago
AA
Product Line Manager
AMI Attachments
ON · Hawkesville, Ontario
- Full-time
Support dealer onboarding, demonstrations, customer visits and local sales plans.
Added 7 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Toronto, ON
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 7 mins ago
G
Gestionnaire de Formation / Training Manager
Genetec
Montreal, QC
- Full-time
Added 22 mins ago
SC
Retail Assistant Manager
Staples Canada
Vaudreuil-Dorion, QC · Vaudreuil, QC
- Full-time
Additionally, you will create an environment focused on high performance, results, and a customer-first mentality through leading by example and effective coaching. Your responsibilities…
Added 22 mins ago
A
Project Engineering Coordinator
AtkinsRéalis
Mississauga, ON
- Full-time
The Cernavoda Units 3 &4 - Project Coordinator will report to the Project Manager and will be responsible for assigned coordination of engineering, procurement, and construction work.
Added 22 mins ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 22 mins ago
T
IT Operations Analyst II-Host Operations
TD
Toronto, ON
- Full-time
…monitors and supports the Information Management System (IMS), Customer Information Control System (CICS), as well as the physical Direct Access Storage Devices (DASDs) and Automated Tape…
Added 22 mins ago
T
IT Operations Analyst II
TD
Toronto, ON
- Full-time
Provide courteous, efficient, and professional customer service to ensure inquiries, problems and issues are resolved promptly and effectively under all conditions
Added 22 mins ago
T
Customer Experience Associate
TD
AB
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 22 mins 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 37 mins ago
SA
Assistant Restaurant Manager
SSP America
Mississauga, ON
- Full-time
Join Our Team as an Assistant Restaurant Manager in a dynamic airport restaurant environment!
Added 37 mins ago
SA
Assistant Coffee Shop Manager
SSP America
Mississauga, ON
- Full-time
Join Our Team as a Tim Horton's Assistant Restaurant Manager in a dynamic airport restaurant environment!
Added 37 mins ago
SA
Assistant Restaurant Manager
SSP America
Mississauga, ON
- Full-time
Join Our Team as an Assistant Restaurant Manager in a dynamic airport restaurant environment!
Added 37 mins ago
SA
Assistant Restaurant Manager
SSP America
Dorval, QC
- Full-time
Join our team as an Assistant Restaurant Manager in the Montreal Trudeau Airport!
Added 37 mins ago
AA
Product Line Manager
AMI Attachments®
Hawkesville, ON
- Full-time
Support dealer onboarding, demonstrations, customer visits and local sales plans.
Added 37 mins ago
PL
Assistant General Manager Vino Volo at Vancouver International Airport
Paradies Lagardère
Richmond, BC
- $55,000 to $60,000 CAD / year
- Full-time
We are looking for an experienced, hands-on Assistant General Manager to help lead our Vino Volo operation at Vancouver International Airport. In this role, you will support the General…
Added 37 mins ago
E
Employee Services Rep
Enbridge
Edmonton, AB · Toronto, ON
- Full-time
As an Employee Services Rep, the primary responsibility in this role is outstanding customer service to employees, in a high pressure contact centre environment. Specific accountabilities…
Added 52 mins ago
LC
Senior Account Executive, Payments
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Customer Launch: Partner with Onboarding teams to ensure a smooth transition and launch for merchants adopting Lightspeed Payments.
Added 52 mins ago
LC
Senior Account Executive, Payments
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Customer Launch: Partner with Onboarding teams to ensure a smooth transition and launch for merchants adopting Lightspeed Payments.
Added 52 mins ago
M
Project Delivery Director - Fare Payment Modernization
Masabi
Remote, Canada
- Full-time
- Remote
// Masabi is seeking an experienced Lead Program Manager to lead the end-to-end implementation and delivery of a major, multi-year transit technology modernization program in North America.…
Added 52 mins ago
E
Revenue Enablement Senior Manager/Director
EcoVadis
Toronto, ON
- Full-time
…EcoVadis translates strategy into performance - equipping Sales, Customer Success, Customer Care and other Go-To-Market (GTM) teams to engage customers more effectively, accelerate revenue,…
Added 1 hour ago
E
Revenue Enablement Senior Manager/Director
EcoVadis
Toronto, ON
- Full-time
…EcoVadis translates strategy into performance - equipping Sales, Customer Success, Customer Care and other Go-To-Market (GTM) teams to engage customers more effectively, accelerate revenue,…
Added 1 hour ago
CW
Business Office Coordinator
Canadian Wealth Inc.
Calgary, AB
- Full-time
As a Business Administrative Coordinator, you will work directly alongside our Operations Manager, supporting daily business activities while collaborating with multiple departments across…
Added 1 hour ago
Client Coordinator, Wealth
Navacord
Edmonton, AB
Navacord Alberta | Wealth | Reporting to: Unit Manager

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