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Office Coordinator
hireVouch
Toronto, ON
- Contract
Added 7 mins ago
MD
Communications and Strategic Initiatives Coordinator - Communications Specialist 2
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Communications and Strategic Initiatives Coordinator
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Customer Support, Field Service Coordinator - Windsor Windows
Woodgrain
Windsor, ON
- Full-time
Reporting to the Field Service Manager, the Customer Support - Field Service Coordinator is responsible for coordinating field service activities, supporting customer warranty and service…
Added 7 mins ago
MD
Parks and Trails Grants Specialist Supervisor
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…transparency. Serve as the agency's primary representative and coordinator for federal and state grants assigned to this unit while supervising and mentoring the grant team, fostering a…
Added 7 mins ago
MD
Senior Learning & Development Specialist - Training & Development Spec 4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Added 7 mins ago
MD
Learning & Development Specialist - Training & Development Spec 3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…training programs, learning management systems, employee Self Service tools, and statewide leadership development…
Added 23 mins ago
Logistics Coordinator
Rogers Communications
Halifax, NS · Toronto, ON
At Rogers, we put our customers first in everything we do! Our Field Operations team provides top-notch service, connecting communities across Canada. We're seeking individuals who are…
Added 37 mins ago
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Coordinator, Corporate Systems
Interior Health Authority
Kelowna, BC
- Full-time
Interior Health is looking for an experienced Coordinator, Corporate Systems to join our team on a full time Term basis at our Kelowna location. The expected term duration is until April…
Added 1 hour ago
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Seeking Volunteer Leaders for Special Olympics Cal...
Volunteer Success
Bolton, ON
- Full-time
Advocacy, Human Rights, & International Development Associations & Service Clubs Children & Youth Community & Social Services Governance, Boards & Committees Grant-Giving, Foundations &…
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Dietary Aide -Repost
Southern Health-Santé Sud
MB · Vita, MB
- Full-time
Under the direction of the Site Coordinator or Supervisor ‐ Nutrition and Food Services, Cook 2 or Cook 1, the Dietary Aide is responsible for the completion of assigned tasks in relation…
Added 1 hour ago
TC
Temporary Retail Customer Service Coordinator - Winners Dorval
TJX Canada – Winners, Marshalls, HomeSense
Oakville, ON
- Full-time
We’re looking for a Temporary Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you…
Added 1 hour ago
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Logistics Coordinator
Cascades
Winnipeg, MB
- Full-time
Join NAVPREET KAUR's team as a Logistics Coordinator in Winnipeg and help build a more sustainable future.
Added 1 hour ago
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Full Time Intensive Child & Youth Case Coordinator – George House
SOAR Community Services
Brantford, ON
- Full-time
We are recruiting for a Full Time Intensive Child & Youth Case Coordinator – George House. This role is a vital part of our Housing Program, supporting youth aged 14-16, providing essential…
Added 1 hour ago
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Project Coordinator, Refrigeration
Black & McDonald Limited
Stoney Creek, NB
- Full-time
The Project Coordinator is located in our Stoney Creek office and reports directly to the Refrigeration Project Supervisor. Their primary focus is supporting the Refrigeration Projects team…
Added 1 hour ago
TC
Retail Store Coordinator Full Time Winners/HomeSense - Cobourg
TJX Companies
Cobourg, ON
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 hour ago
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Front Office Coordinator
Jackson Hewitt Tax Service Inc.
Springdale, NB
- Full-time
As a Front Office Coordinator, you'll welcome clients, manage appointments, follow up on outstanding documents and incomplete returns, support tax preparers, and help coordinate daily…
Added 1 hour ago
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Clinical Coordinator – Edmonton (Riverbend), Alberta
Snore MD
AB · Edmonton, AB
- Full-time
We’re looking for a Clinical Coordinator to join our established clinic in Riverbend. It’s a small, close-knit team where every person counts, so we need someone responsible and reliable…
Added 1 hour ago
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Bilingual Retail Finance Customer Care Coordinator
YAMAHA MOTOR CANADA LTD.
Toronto, ON · North York, ON
- Full-time
Handle Inbound/Outbound Yamaha Financial Service customer’s calls on a daily basis. Provide customer assistance in a friendly and professional manner. Be a brand ambassador representing…
Added 1 hour ago
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Operations Coordinator
Caredove
Remote, Canada
- $55,000 to $80,000 CAD / year
- Full-time
- Remote
● Have a mandate to coordinate service access across a large or specific geographic region.
Added 1 hour ago
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Home Care Attendant - Repost
Southern Health-Santé Sud
Starbuck Island, MB · Starbuck, MB
- Full-time
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 1 hour ago
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Office Coordinator - Burnaby
Monarch House
Burnaby, BC
- $40,000 to $45,000 CAD / year
- Full-time
The Office Coordinator will ensure a positive first impression of Monarch House for internal (employees, contractors) and external (public, vendors, funders) stakeholders. Effectively…
Added 1 hour ago
Commissary Attendant & Barista
Shawnigan Lake School
Shawnigan Lake, BC
The Commissary Attendant & Barista works with a team in our School’s store and café, providing excellent customer service to our students, staff and other guests. This position works a…
Added 1 hour ago
PC
Bilingual Event Coordinator
Parkinson Canada
Montreal, QC
- $52,500 to $57,500 CAD / year
- Full-time
The Event Coordinator is responsible for organizing and managing a portfolio of peer-to-peer fundraising events, including Parkinson Canada SuperWalk, SuperMom Walk/Run, Pedaling for…
Added 1 hour ago
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Home Care Attendant
Southern Health-Santé Sud
Steinbach, MB
- Full-time
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 2 hours ago
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Gestionnaire de projets / Project Manager
FluksAqua
Montreal, QC
- Full-time
Assurer le leadership au sein de l'équipe de projet (travailler en collaboration avec diverses parties prenantes des équipes techniques : ingénierie, conception, mise en service, production)

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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