Client Coordinator, Wealth
Edmonton, ABNavacord: The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities.
1+ YOECandidates need 1-2 years of investment industry experience with private clients, plus securities licensing (completed or in progress) and LLQP designation or willingness to obtain them. Knowledge of registered accounts, pension legislation and insurance products is needed, along with strong attention to detail.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Zoom, DocuSign, Salesforce CRM