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Added 4 mins ago
FH
Medical Leader: Physician Quality Leader (PQL) - Surrey Memorial Hospital and Jim Pattison Outpatient Care & Surgery Centre
Fraser Health
BC · Fraser Health, British Columbia
- Part-time
Serve as a lead or advisor for physician driven quality improvement projects and initiatives.
Added 4 mins ago
FH
Medical Leader: Physician Quality Leader (PQL) – Eagle Ridge Hospital
Fraser Health
BC · Fraser Health, British Columbia
- Part-time
Serve as a lead or advisor for physician driven quality improvement projects and initiatives.
Added 19 mins ago
SP
Customer Success Manager - Core Clouds
Salesforce Partner Canada
Toronto, ON
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, identifying and addressing both technical and business concerns and aligning them strategically with customer…
Added 19 mins ago
UO
Clinical Placement Operations Manager
University of British Columbia
Vancouver, BC · UBCV | Friedman Building (FRDM)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
Holds non-voting membership and acts as an advisor and resource on clinical education committees. Moves forward action items and policy decisions from the committee level.
Added 19 mins ago
D
Advisor, Personal
Desjardins
Quebec, QC
- Full-time
As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide services tailored to client needs in…
Added 19 mins ago
TU
Clinical Placement Operations Manager
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
Holds non-voting membership and acts as an advisor and resource on clinical education committees. Moves forward action items and policy decisions from the committee level.
Added 19 mins ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
The successful candidate will act as the Faculty Advisor to MRU's student-managed investment fund. The role involves working closely with fourth-year Finance majors to analyze industry…
Added 19 mins ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 19 mins ago
NS
Customer Account Executive II (Hybrid)
Nitro Software
Toronto, ON
- Full-time
Excellence in execution Driven by passion and precision, we exemplify excellence in our delivery with innovative, top-quality results.
Added 19 mins ago
D
Manager, Indirect Tax Compliance
Deloitte
Calgary, AB
- Full-time
…allows our friends, families, and communities to enjoy the quality of life that comes with a sustainable future. And as the largest 100% Canadian-owned and operated professional services…
Added 34 mins ago
PH
Mental Health Registered Nurse/Registered Psychiatric Nurse, new St. Paul's Hospital
Providence Healthcare
Vancouver, BC
- Other
…and whether you may qualify, please contact your Recruitment…
Added 34 mins ago
D
Advisor, Business development and sales support
Desjardins
Montreal, QC · Quebec, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 49 mins ago
B
Water Resources Consultant (Hybrid/Remote)
Barr
Calgary, AB
- $110,000 to $140,000 CAD / year
- Full-time
…tailings basins, and other water control structures; and water-quality assessments to support compliance and environmental…
Added 49 mins ago
T
AVP, Technology Portfolio Management, Transaction Banking & Payments, TD Securities
TD
Toronto, ON
- Full-time
…coherent execution against approved scope, milestones, budget, quality and…
Added 49 mins ago
RD
Investment Associate - Trading & Administration
RBC Dominion Securities
Oakville, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 49 mins ago
B
Senior Analyst & AI Agent Solutions, Human Resources Information System
Bombardier
Dorval, QC
- Full-time
Act as a senior advisor to HR leaders and process owners by translating strategic priorities and complex requirements into target-state processes, solution designs, roadmaps and measurable…
Added 1 hour ago
C
Senior Java Backend Engineer
Citi
Mississauga, ON
- Full-time
Serve as advisor or coach to new or lower level analysts
Added 1 hour ago
B
Senior Relationship Manager (Mid-Market)
BMO
Toronto, ON · FCP
- Full-time
…relationships, lead complex financing transactions, and become a trusted advisor to business owners, executives, and industry leaders across one of Canada's most vibrant economic…
Added 1 hour ago
HC
RAI Coordinator LTC (#2026-NON-HM-327)
Hastings County
Belleville, ON
- Full-time
Be accountable for the delivery of high quality, safe, and reliable care along with a safe working environment to ensure and protect the health and safety of those who use and deliver the…
Added 1 hour ago
RD
Associate
RBC Dominion Securities
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 1 hour ago
PE
Junior Air Emissions Engineer
Process Ecology Inc
Calgary, AB
- Full-time
● Import, enter, and validate data in Process Ecology's Emissions Advisor software.
Added 1 hour ago
PH
Registered Nurse Mental Health Program Enhanced Orientation Initiative
Providence Healthcare
Vancouver, BC
- Full-time
…and whether you may qualify, please contact your Recruitment…
Added 1 hour ago
Customer Account Executive III (Hybrid)
Nitro
Toronto, ON
Driven by passion and precision, we exemplify excellence in our delivery with innovative, top-quality results.
Added 1 hour ago
HG
H&M Sales Advisor
H&M Group
Burlington, ON
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 1 hour ago
HG
H&M Sales Advisor
H&M Group
Oakville, ON
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…

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

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