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Community Residential Manager
Boardwalk
Regina, SK
- Full-time
Added 10 mins ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
Specific offers within the listed pay ranges are determined by a variety of factors such as experience, education, skills, certifications and business needs.
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Licensed Practical Nurse - Casual
Optima Living
Red Deer, AB
Provides direct nursing care including administration and/or distribution of medications, medical treatments and procedures, and resident education as needed.
Added 10 mins ago
Retail Experience Lead
Fire & Flower Inc.
Burlington, ON
All Retail Experience Leads are expected to be stewards of compliance and education leading by example, providing education, and reinforcing company standards. The Lead is also responsible…
Added 10 mins ago
Health Care Aide (PWLCL)
Connecting Care (2000) Inc.
Cold Lake, AB
Seek information and education from the LPN or designate on any role specific task that may be new or unfamiliar to ensure safe practices are met.
Added 10 mins ago
Development Planner
Town of Morinville
Morinville, AB
…our Planning & Economic Development team. Reporting to the Manager, Planning & Economic Development, the Development Planner plays a key role in managing and coordinating applications…
Added 25 mins ago
LH
Assistant Front Office Manager - FT - Chelsea Hotel - Toronto
Langham Hospitality Group
Canada
- Full-time
…policies of Chelsea Hotel are met. Reporting to the Front Office Manager, the Asst. Front Office Manager promotes a positive morale among the Front Office /Brilliant Team. The Asst. Front…
Added 39 mins ago
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Licensed Practical Nurse
HealthCareersInSask.ca
Carnduff, SK
- Part-time
Profile Description: Promotes health and healing, and provides education as a member of the health care team to achieve optimum care for residents in Long Term Care.
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Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Esterhazy, SK
- Full-time
…quality nursing care to clients. He/She is responsible to the Manager of the designated…
Added 39 mins ago
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Assessor Coordinator Degree
HealthCareersInSask.ca
Arcola, SK
- Part-time
Job Description: This position reports to the Primary Health Care Manager and is responsible for the assessment and coordination of Home Care Client services and case management. The…
Added 39 mins ago
H
Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Esterhazy, SK
- Part-time
…quality nursing care to clients. He/She is responsible to the Manager of the designated…
Added 39 mins ago
Manager, Enterprise
BrainStation
Toronto, ON
As a Manager, Enterprise, you will lead engagements with global organizations as they transform for the AI era. Our clients are leaders in their industries, operating across markets…
Added 39 mins ago
Program Manager, Public Works
Regional Municipality of Wood Buffalo
Fort McMurray, AB
The Program Manager, Public Works is responsible for overseeing Public Works programming and its related projects, and initiatives. Utilizing consistent and standard approaches, the…
Added 40 mins ago
BH
Registered Practical Nurse – Medicine #567-26
Brightshores Health System
Owen Sound, ON
- Full-time
Reporting to the Manager of Medicine, Owen Sound Site, the Registered Practical Nurse (RPN) works collaboratively in an inter-disciplinary team to provide care to those patients with a…
Added 40 mins ago
AH
Warranty Manager
Airbus Helicopters
Fort Erie, ON
- Full-time
The Warranty Manager is responsible for overseeing and optimizing the end-to-end warranty and returns process. The primary function of this role is to manage and facilitate product returns…
Added 40 mins ago
BH
Registered Nurse – Medical/Surgical #570-26
Brightshores Health System
Meaford, ON
- Full-time
Reporting to the site Manager, the Registered Nurse is responsible for the promotion of health and the assessment of, the provision of care of, and the treatment of health conditions by…
Added 40 mins ago
BH
Registered Nurse – Inpatient Mental Health #569-26
Brightshores Health System
Owen Sound, ON
- Full-time
Reporting to the Manager, the Registered Nurse (RN) works collaboratively in an inter-disciplinary team to provide patient care patients with acute mental health, addictions, dementia and…
Added 40 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Communicates issues and concerns to the Manager.
Added 40 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Communicates issues and concerns to the Manager.
Added 40 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Communicates issues and concerns to the Manager.
Added 40 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Communicates issues and concerns to the Manager.
Added 40 mins ago
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Assistant Deli/Cheese Manager
Farm Boy Inc.
Pickering, ON
- $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 40 mins ago
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Project Manager, Transportation Engineering
WSP in Canada
Langley (District), BC · City of Langley, BC
- Full-time
…on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or…
Added 40 mins ago
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Client Care Coordinator, Reproductive Mental Health - BC Women’s Hospital & Health Centre
Sanya’k̓ula
Vancouver, BC
- Full-time
Reporting to the Program Manager or designate of the BC Women's Mental Health and Substance Use Program, the Client Care Coordinator provides clinical leadership and coordinates the…
Added 40 mins ago
MD
IT Advanced Project Manager - ITS4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
This position serves as an IT Advanced Project Manager within Minnesota IT Services (MNIT), supporting the Department of Children, Youth, and Families (DCYF). The position is responsible…

Navacord

Client Coordinator, Wealth

Edmonton, AB, Canada

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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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