Client Engagement Coordinator In Private Wealth (Toronto)

Client Engagement Coordinator In Private Wealth (Toronto)

25 Sep
|
Guardian Partners
|
Toronto

25 Sep

Guardian Partners

Toronto

Join Guardian Capital Group as a Private Wealth Coordinator, focusing on client engagement and marketing initiatives. Make a significant impact through event planning and digital communication strategies.In this role with Guardian Capital Group, you will coordinate marketing activities, manage client communications, and drive business development for Private Wealth services. You'll play a key role in creating compelling client materials and facilitating events that resonate with high net worth individuals. Your insights into market research will enhance service delivery and expand client relationships.Key Responsibilities:Lead the execution of the Private Wealth marketing strategyCreate and manage diverse client communication materialsOrganize and oversee events and sponsorship opportunitiesConduct thorough research to support the teamProvide executive-level administrative supportRequirements:Bachelor's degree, preferably in businessMinimum 3 years in the financial industryProven experience with Salesforce database systemsExcellent communication and analytical skillsStrong time management and interpersonal abilitiesEnhance your career and client relationships at Guardian Capital's agile wealth management firm.

📌 Client Engagement Coordinator In Private Wealth (Toronto)
🏢 Guardian Partners
📍 Toronto

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