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Added 7 mins ago
CL
Client Care Coordinator - Six-Month Temporary Assignment
Classic LifeCare
Prince George, BC
- $23 CAD / hour
- Temporary
Coordinate client and employee schedules while ensuring exceptional service delivery.
Added 7 mins ago
VE
Operating Model & Organizational Consultant
VML Enterprise Solutions
Toronto, ON
- Full-time
…world where Al is reshaping how companies drive growth, we lead clients in business transformation and marketing modernization, connecting strategy directly to execution. Our 12,000 experts…
Added 7 mins ago
OD
Project Manager
OSF Digital
Canada
- Full-time
The Project Manager at OSF Digital leads projects from planning through execution and closure, ensuring delivery on time, within budget, and in alignment with the company’s strategic goals.…
Added 7 mins ago
K
Senior Business Analyst
Klick
Toronto, ON
- Full-time
…stakeholder needs into clear requirements, solution plans, and delivery-ready documentation. This role partners across Strategy, Client Services, Project Management, Technology, QA,…
Added 7 mins ago
BC
Lead Electrical Engineer
Bantrel Co.
Edmonton, AB
- Full-time
We are currently seeking a qualified Lead Electrical Engineer to join our Energy team, based out of Edmonton, AB. This is a leadership opportunity for an experienced engineer who enjoys…
Added 7 mins ago
Olive Garden, Waterloo - General Manager
Recipe Unlimited
Waterloo, ON
Coach restaurant leadership team to ensure consistent delivery on our promise to create connections with Guests
Added 7 mins ago
Human Resources - HR Business Partner
Westerkirk
Toronto, ON
Added 7 mins ago
Safety Coordinator
Price Industries Limited
Winnipeg, MB
…and a commitment to people. Our dependable quality, reliable delivery, and knowledgeable follow-up service have made Price a market leader in supplying air distribution, critical controls,…
Added 7 mins ago
NI
Purchasing Administrator
Northside Industries
West Kelowna, BC
- Full-time
Lead supplier communication to ensure on-time delivery and performance
Added 7 mins ago
L
Retail Store Manager
Lovisa
Kingston, ON
- Full-time
We're seeking a dynamic and results-driven Retail Store Manager to lead our store operations and drive business growth.
Added 7 mins ago
JI
Delivery Truck Driver, Class 5
J.D. Irving, Limited
Fredericton, NB
- Full-time
As a Delivery Truck Driver, you will be part of the team that provides delivery services for our customers displaying the highest standards of safety and excellent customer service. You…
Added 7 mins ago
Manager, Firmware SDK
Nureva
Ottawa, ON · Kanata, Ontario
We are hiring a manager for either our Calgary or Ottawa location to lead our Firmware SDK (Software Developer Kit) development team. As the ideal candidate, you will have a strong…
Added 7 mins ago
FO
Manager, Programs Outreach - Adaptation
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Collaborates with other Outreach Managers to lead the development and continuous improvement of outreach‑related processes and systems, including the establishment and regular updating of…
Added 7 mins ago
TG
Production Manager
Trench Group GmbH
Pickering, ON
- $115,000 to $150,000 CAD / year
will lead the end-to-end production planning and scheduling function, aiming
Added 7 mins ago
US
Aurora Driver Helper
UPS Supply Chain Solutions
Toronto, ON · CA - TORONTO HUB (ONTOR)
- Part-time
…help you become better every day. We know what it takes to lead UPS into tomorrow - people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself…
Added 7 mins ago
US
Richmond Hill Driver Helper
UPS Supply Chain Solutions
Toronto, ON · CA - TORONTO HUB (ONTOR)
- Part-time
…help you become better every day. We know what it takes to lead UPS into tomorrow - people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself…
Added 7 mins ago
A
Executive Director, Strategic Partnerships
Altis
Toronto, ON
- $150,000 to $200,000 CAD / year
- Contract
You'll oversee a portfolio of strategic partnerships, including financial services, retail, and entertainment, ensuring delivery of contractual commitments, commercial KPIs, and account…
Added 7 mins ago
S
Senior Project Manager
SPECTRAFORCE
Toronto, ON
- Contract
The successful candidate will lead complex, cross-functional initiatives from planning through delivery, partnering with Product, Technology, Operations, Risk/Compliance, Finance, and…
Added 7 mins ago
DS
Payroll Manager
Delta School District 37, British Columbia
Delta, BC
- Full-time
…agreements, and District policies. The Payroll Manager will lead a team, manage payroll systems, and collaborate closely with Human Resources, Finance, and other departments to ensure the…
Added 7 mins ago
CO
SERVICE DESIGN CONSULTANT
City of Toronto
Toronto, ON
- Full-time
Division & Section: Customer Experience, Service Design & Delivery
Added 7 mins ago
HG
National Manager, Finished Vehicle Operations
Hyundai Glovis Canada Inc.
Toronto, ON
- Full-time
Lead national transportation network and capacity planning to ensure sufficient and reliable capacity to support current and future OEM requirements.
Added 7 mins ago
RH
Speech Language Pathologist (SLP)
RNS Health Care Services Inc.
ON · Regional Municipality of York, ON
- Full-time
Provide regular updates to the Nursing and Rehab Team Lead regarding caseload status, service delivery performance, and identified barriers to achieving service objectives.
Added 7 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Toronto, ON
- Full-time
…high-performing on-site infrastructure with cutting-edge remote delivery models, providing support across 300 languages and dialects. Consistently recognized in Fortune Magazine's Top 25…
Added 7 mins ago
D
Program Manager
DCM
Mississauga, ON
- $65,149 to $81,436 CAD / year
- Full-time
Lead client project activities, including responding to inquiries and executing direct mail, print, production, estimating, inventory, kitting/fulfillment, and client deliverables
Added 7 mins ago
NS
Service Delivery Manager
N2P Systems
Montreal, QC
- Full-time
We are seeking an experienced Service Delivery Manager to oversee enterprise IT service delivery and Azure Cloud Infrastructure operations. The successful candidate will be responsible for…

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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