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. 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
- University degree in business or related field
- Proficiency in Salesforce and database management
- 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 (Toronto)
🏢 Guardian Partners
📍 Toronto
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