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Added 7 mins ago
WI
Assistant Spa Manager - The Wickaninnish Inn
Wickaninnish Inn
Ucluelet, BC
- Full-time
…unwavering passion of our teams. Together we deliver the highest service standards in an engaging and supportive work…
Added 7 mins ago
WI
Front Office Supervisor - The Wickaninnish Inn
Wickaninnish Inn
Ucluelet, BC
- Full-time
Support and assist the Front Office Manager as they are responsible and accountable for the actions of all Front Office Team Members. Work as a “hands-on” supervisor assisting the team as…
Added 7 mins ago
TO
Finance Clerk
Town of Pelham
Fonthill, ON
- Full-time
Reporting to the Manager of Financial Services/Deputy Treasurer, the Finance Clerk is responsible for performing a variety of financial, revenue, billing, collection, customer service, and…
Added 7 mins ago
WI
Spa Manager - The Wickaninnish Inn
Wickaninnish Inn
Ucluelet, BC
- Full-time
…unwavering passion of our teams. Together we deliver the highest service standards in an engaging and supportive work…
Added 7 mins ago
WC
On Site Solutions Associate
White Cap Canada
AB · Edmonton, AB
- Full-time
Responsible for daily executing of our service commitment and identifying customer's needs as well as outlining specific goals to meet those needs.
Added 7 mins ago
DC
Intel Server Support
Dasro Consulting Inc.
Regina, SK
- Contract
ITIL Certification (Foundation, Service Manager)
Added 7 mins ago
CI
Junior UNIX Midrange Support
Compugen Inc
Regina, SK
- Full-time
A Computer Engineering or Computer Science degree, or equivalent experience, is preferred. ITIL Foundation or Service Manager certification is also identified in the Position Catalogue.
Added 7 mins ago
DD
DSW: Sales Associate
DSW Designer Shoe Warehouse
AB · Edmonton, AB
- Part-time
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 7 mins ago
DD
DSW: Assistant Manager
DSW Designer Shoe Warehouse
Edmonton, AB
- Full-time
As an Assistant Manager, you will report to the Store Manager and assist in leading the store environment, which fosters inclusivity and diverse customer connections. In this role, you will…
Added 7 mins ago
B
Facility Supervisor
BGIS
Lethbridge, AB
- Full-time
…greater than ten (10) Team Members including Technicians, Tenant Service Coordinators, Property Service Coordinators, Admin Assistants, Facility Manager I…
Added 8 mins ago
2L
Sales Account Manager
247 Labs
Toronto, ON
- Full-time
Role Description The Sales Account Manager is a full-time, on-site role based in Toronto, ON. This position is responsible for managing client accounts, building long-term relationships,…
Added 8 mins ago
OG
Olive Garden, Waterloo - General Manager
Olive Garden Canada
Waterloo, ON
- Full-time
…teams in a busy, fast-paced environment with a passion for service, a strong desire to win, and an ability to build relationships. At Olive Garden, “We’re All Family Here!” and we take…
Added 8 mins ago
B
Bilingual Facility Services Manager (ENG/FR)
BGIS
Montreal, QC
- Full-time
The Facility Services Manager is accountable for day-to-day operations, vendor management and service management for the client(s) they support, as well as, data verification, reporting and…
Added 8 mins ago
OG
Olive Garden, Waterloo - Service Manager
Olive Garden Canada
Waterloo, ON
- Full-time
Our Service Managers report to the General Manager and are accountable for taking initiative, being people-focused, and results-oriented. They are responsible for leading their teams in a…
Added 8 mins ago
F
Director, Measurement & Analytics
Flywheel
Toronto, ON
- Full-time
…career with real impact, endless growth opportunities and the support you need to be the best you can…
Added 8 mins ago
B
Facility Manager III
BGIS
Mississauga, ON
- Full-time
Exemplify Customer Service and Create Memorable Customer Experiences
Added 8 mins ago
D
Seasonal Sales Support (Part-Time) - Diesel Vancouver Outlet
Diesel
Richmond, BC
- Part-time
The Seasonal Sales Support assists with the achievement of store goals and is responsible for personal sales goals by providing excellent customer service at all times and by representing…
Added 8 mins ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
Ability to work with minimum supervision with a strong commitment to customer service
Added 8 mins ago
DD
The Shoe Co. - Sales Associate
DSW Designer Shoe Warehouse
Calgary, AB
- Part-time
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 8 mins ago
RS
Building Attendant
Rundle Schools
Calgary, AB
- Full-time
Rundle is seeking a Building Attendant to support our facilities team. This position is responsible for proper security, cleaning, and various maintenance tasks at the school buildings and…
Added 8 mins ago
LH
Job Title Program Resource Worker
Lookout Housing + Health Society
North Vancouver, BC
- Internship
The Program Resource Worker (PRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 8 mins ago
Client Services Manager
Wenco (a Hitachi Construction Machinery subsidiary)
Richmond, BC
Own the quality of service delivery across the region, so that clients see high system availability and consistent, reliable support
Added 22 mins ago
RI
Warehouse Manager
Rentokil Initial
Calgary, AB
- $65,000 CAD / year
- Full-time
…Professional Turf and Pest Management industries. We proudly support a wide range of sectors including: Pest Management Professionals (PMPs), golf course management, lawn care operators,…
Added 22 mins ago
MR
Merchandiser (Flin Flon, MB)
Match Retail
Flin Flon, MB
- Contract
We work with our clients, Nespresso, and service major retailers.
Added 22 mins ago
MR
Merchandiser (Vegreville, AB)
Match Retail
Camrose, AB
- Contract
We work with our clients, Nespresso, and service major retailers.

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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