The Kilgour Group Private Wealth Management | Sudbury, Ontario
Full-Time
Salary: $70,000+ | Bonus Potential | Total Compensation up to approximately $80,000 | 3 Weeks Vacation

The Kilgour Group Private Wealth Management is looking for an organized, adaptable and client-focused Client Service Coordinator to join our team in Sudbury.

This is a hands-on client service and operational role supporting our financial planning advisors and helping ensure our clients receive timely, qualified and proactive service.

We're looking for someone who enjoys working within a team, takes ownership of their responsibilities and is always looking for ways to make things work better.

What You'll Do

- Handle day-to-day client service and account requests
- Support securities transactions within your licensing and authority
- Prepare client documentation and materials for meetings
- Coordinate forms, signatures, implementation and follow-up
- Act as a key point of contact for clients by phone, email and in person
- Track outstanding client requests and ensure nothing falls through the cracks
- Support advisors before and after client meetings
- Help create and improve workflows, checklists and processes




- Use technology to improve efficiency and the client experience

What We're Looking For

Someone who is:

- Highly organized and detail-oriented
- Friendly, professional and confident communicating with clients
- Accountable and strong at following through
- Comfortable managing multiple priorities
- A problem solver who looks for better ways of doing things
- Comfortable with technology and learning new systems
- A collaborative team player

Experience in wealth management, investments, banking or financial services is an asset.

Licensing

Candidates must already hold appropriate securities licensing.

This is not a lead financial advisor or financial planning position. You will work alongside our fully licensed advisors, helping them deliver a great client experience while allowing them to focus on planning, advice and client relationships.

For a full job description or additional information, please email [email protected].

Interested in joining our team?
Send us your resume and a brief introduction

Pay: $70,000.00-$80,000.00 per year

Work Location: In person

📌 Client Service Coordinator (Sudbury)
🏢 Kilgour Group
📍 Sudbury