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Added 4 mins ago
Store Manager - West Edmonton Mall
Laura Canada
Edmonton, AB
As a role model and business leader, the Laura Canada Store Manager possesses a contagious passion for fashion and customer service. You will motivate and develop a winning teamthat…
Added 4 mins ago
R
Manager, Wholesale Financial Control
RBC
Toronto, ON
- Full-time
As a Manager, Wholesale Financial Control, you will be part of the Global Markets Finance team, covering RBC's Central Funding Group. This role creates a collaborative environment with…
Added 4 mins ago
NB
Manager Custody Client Services
National Bank of Canada
Toronto, ON
- Full-time
A career as a Manager, Custody Client Services at National Bank Trust means serving as a senior technical resource for institutional clients while acting as the primary point of contact for…
Added 4 mins ago
TU
Administrative Assistant, HR Students & Facilities
The University of British Columbia
Vancouver, BC
- $4,719 to $4,960 CAD / month
- Full-time
Performs regular inspections of all buildings and facilities reporting any deficiencies or custodial concerns to the Manager, Administration.
Added 4 mins ago
TU
Senior Program Assistant, Medical Education – Division of Neonatology
The University of British Columbia
Vancouver, BC
- $5,027 to $5,413 CAD / month
- Full-time
…Division Head. Receives operational direction from the Program Manager, Medical Education. The Business Manager, Division of Neonatology will provide daily oversight of attendance, hours…
Added 4 mins ago
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Billing Coordinator
OpenText
Waterloo, ON
- Full-time
Reporting to the Billing Operations Manager, the Billing Coordinator plays an integral role in ensuring billing accuracy and timeliness across our global order-to-cash process. You will…
Added 4 mins ago
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Billing Coordinator
OpenText
Waterloo, ON
- Full-time
Reporting to the Billing Operations Manager, the Billing Coordinator plays an integral role in ensuring billing accuracy and timeliness across our global order-to-cash process. You will…
Added 4 mins ago
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Cyber Security Intern/Co-op (Winter 2027)
TD
Mississauga, ON · Toronto, ON
- Full-time
Currently enrolled in a relevant technology program, such as Computer Science, Engineering, Information Technology Management, Financial Analysis and Risk Management, Computing, etc.
Added 4 mins ago
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AVP, Technology Portfolio Management, Transaction Banking & Payments, TD Securities
TD
Toronto, ON
- Full-time
· Accountability for integrated portfolio planning, prioritization, financial management, delivery governance, risk and control oversight, benefits realization, executive reporting and…
Added 4 mins ago
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Senior Governance & Control Analyst
TD
Toronto, ON
- Full-time
Reporting to the Manager, TDS G&C, the primary role of the Senior Analyst, TDS G&C, support all TDS businesses in adherence to regulatory and enterprise requirements, managing non-financial…
Added 4 mins ago
TE
Land Analyst
TC Energy
Calgary, AB
- Full-time
Reporting to the Manager, Land Operations Projects and based in Calgary, this position will be responsible for advising, coordinating and/or leading the management of third-party programs…
Added 4 mins ago
SC
Community Connector & Community Learning Program Coordinator
Smithers Community Services Association
Smithers, BC
- Full-time
- Temporary
Arrange contracted facilitators for group programs and workshops as required.3. Funding and Financial Accountability
Added 4 mins ago
AI
Adobe Site Reliability Engineer (French)
Apptoza Inc.
Toronto, ON
- Full-time
…TCS-hosted APIs behind the page. Capacity planning here is a financial operations discipline, not a server-sized…
Added 4 mins ago
HD
Shopping Center Manager
Harvard Developments
Regina, SK
- Full-time
Reporting to the Senior Shopping Centre Manager this position is a member of a portfolio team working collaboratively with other members responsible for marketing, administration,…
Added 4 mins ago
JH
General Manager - Boutique Hotel
JRoss Hospitality Recruiters
Toronto, ON
- $120,000 to $130,000 CAD / year
- Full-time
JRoss Hospitality Recruiters is seeking an accomplished and entrepreneurial General Manager for an established hospitality organization in Toronto. This opportunity is well suited to a…
Added 4 mins ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Reporting to the Restaurant Manager is responsible to provide leadership with the team and takes ownership of daily operations. The ability to react to situations that need a sense of…
Added 19 mins ago
ACCOUNT MANAGER - CONTRACT
Green Shield Canada
Toronto, ON
…professional to join our Account Management Team on contract. Reporting to the Director of Account Management, this role is responsible for cultivating strong, long‑term relationships with…
Added 19 mins ago
Unit Clerk/O.R. Booking Clerk - Royal Columbian Hospital
Fraser Health
New Westminster, BC
Reporting to the Manager, the Unit Clerk/Operating Room (O.R.) Booking Clerk performs a variety of clerical duties related to the operation of a patient care area including such duties as…
Added 19 mins ago
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Sr. Recruiter, Capital Markets
BMO
Toronto, ON · ON · FCP
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 19 mins ago
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Executive Assistant
BMO
Toronto, ON · FCP
- Full-time
Provides comprehensive administrative, operational, financial, and human resources support to one or more Executives and their direct reports. Serves as a trusted partner, ensuring the…
Added 19 mins ago
H
Manager Royal University Hospital, Jim Patterson Children's Hospital, Saskatoon City Hospital Genera
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: The Manager, Medicine 3000/1000 is a key leader in Saskatchewan health care, partnering with system leaders to achieve our provinces healthcare goals. Reporting to the…
Added 19 mins ago
Clinical Operations Manager
Canadian Mental Health Association BC Division
Vancouver, BC
Lead system improvements related to intake, scheduling, reporting, and data quality.
Added 19 mins ago
Senior Accountant, Corporate Accounting
Inter Pipeline Ltd.
Calgary, AB
Located in our Calgary office, and reporting to the Manager, Corporate Accounting, the Senior Accountant, Corporate Accounting is responsible for the integrity, accuracy, and timely…
Added 19 mins ago
Content Operations Coordinator
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
Reporting into the Product Content Manager, the Content Operations Coordinator is responsible for supporting the planning, organization and execution of content initiatives across APS…
Added 33 mins ago
H
Manager Health Services Unity
HealthCareersInSask.ca
Unity, SK
- Full-time
Job Description: The Manager, Health Services, is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare goals. Reporting to the…

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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