Financial Services Coordinator

4 weeks ago


East St Paul, Canada Harbourfront Wealth Management Inc. Full time
Investment Advisor Assistant

Harbourfront Wealth Management Inc. is a leading provider of financial services and wealth management solutions. We are seeking a highly skilled Investment Advisor Assistant to join our team in Winnipeg, Manitoba.

Key Responsibilities:
  • Support the Investment Advisor in all activities, including account management and client communication.
  • Process and follow up on account opening, transfer, and other requests.
  • Handle incoming and outgoing phone calls with clients and respond to requests for information.
  • Prepare internal and client reports, client correspondence, and take ownership of project work.
  • Maintain office premises standards for appearance and ensure compliance with company policies and regulations.
Requirements:
  • Proficient in Microsoft Office, particularly Word, Excel, PowerPoint, and Outlook.
  • Minimum of 2 years of investment industry experience.
  • Knowledge of National Bank and/or NBIN systems.
  • Currently holds or is in the process of obtaining CIRO Licensing.
  • Currently holds Life License Qualification Program (LLQP) or willingness to obtain LLQP within the first 6 months of employment.
  • Fluent in both English and French, with excellent verbal and written communication skills.
Diversity and Inclusion:

Harbourfront Wealth Management Inc. is committed to diversity and inclusion. We welcome applications from all qualified candidates and provide equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

Job Types: Full-time, Permanent



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