Elevate client engagement strategies with Guardian Capital Group as a Private Wealth Coordinator. Drive marketing initiatives, communications, and business development efforts in this pivotal role.

As a Private Wealth Coordinator at Guardian Capital Group, you'll lead marketing, coordinate client communications, and manage business development activities. This position requires expertise in creating impactful client materials, planning events, and analyzing market trends. Your role is crucial in enhancing operational efficiency and driving client satisfaction across Guardian Partners Inc. and Guardian Capital Advisors.

Key Responsibilities:
• Coordinate and execute the Private Wealth marketing calendar
• Develop and distribute client-facing materials and communications




• Plan and execute client and networking events
• Conduct market research and prepare insights for the team
• Support executive functions, including meeting coordination

Requirements:
• University degree in business or related field
• 3+ years' experience in financial services
• Proficiency in Salesforce and database management
• Robust analytical and communication skills
• Time management and interpersonal expertise

Drive marketing excellence and client satisfaction as part of Guardian Capital's wealth management team.
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📌 Private Wealth Marketing Coordinator at Guardian Capital (Ontario)
🏢 Guardian Partners
📍 Ontario