Private Wealth Coordinator

Guardian Partners; Toronto; On-site; CAD 65,000 - 85,000; Full time

Job summary

Guardian Capital Group Limited, Toronto-based wealth management, seeks a Private Wealth Marketing & Business Development lead to coordinate campaigns, client communications, and events across GPI and GCA. You will manage materials, research prospects, and support the President with executive coordination and process improvements.

The role requires a university degree (business preferred), 3+ years in financial services, Salesforce experience, and strong communication and analytical skills.

Qualifications

• University degree – preferred major in business.
• 3+ years’ experience in the financial industry, preferably the private wealth business.
• Experience building databases and proficient with Salesforce.
• Strong analytical and problem solving skills.
• Excellent written and verbal communication skills.
• Strong time management and interpersonal skills.
• Understanding the team culture, and leverage the offering of GCG as required.

Responsibilities

• Lead the coordination and execution of Private Wealth marketing calendar, including campaigns, newsletters, client communications, digital content, social-media activity, events, sponsorships, and speaking opportunities.
• Coordinate development, review, production, and distribution of client- and prospect-facing materials, including pitch books, brochures, presentations, invitations, email campaigns, and other collateral.
• Draft, edit, proofread, and maintain professional communications aligned with brand, messaging, and compliance requirements.
• Plan and execute client, prospect, referral-source, and networking events, including invitations and logistics.
• Coordinate and consolidate business-development opportunities across GPI and GCA, ensuring tracking of actions.
• Conduct research on prospective clients, markets, competitors, and industry developments; prepare summaries and insights.
• Maintain accurate prospect and referral trackers and ensure next steps are completed on time.
• Build and maintain an RFP/RFI database and coordinate submissions, including content development and delivery.
• Support client-engagement initiatives (email campaigns, events, referrals, social media).
• Facilitate Private Wealth team meetings and communicate priorities and best practices.
• Identify and implement process improvements for marketing, communications, tracking, events, and collateral management.
• Provide executive support to the President, including calendar management, briefing materials, and high-priority follow-up.

Skills

Analytical thinking

Written and verbal communication

Time management

Interpersonal skills

Financial industry knowledge

Education

University degree in business

Tools

Salesforce

Database management

Job description

Guardian Capital Group Limited (“GCG”) is a diversified financial services company which serves the needs of clients ranging from private clients to institutions. Guardian Private Wealth includes the business of Guardian Partners Inc. and Guardian Capital Advisors. GPI is an Outsourced Chief Investment Officer for endowments and small pension plans, as well as a Private Investment Office for ultra high net worth families. GPI’s expertise in research allows it to engage with best of breed investment strategies in all asset classes domestically and abroad for client portfolios. GCA, is a dynamic and rapidly growing wealth management firm with a focus on high net worth individuals and families. GCA utilizes the global investment strategies of GCG for constructing diversified client portfolios

Our clients are primarily in Canada, but also into the US and Caribbean. As a trusted advisor for families we work closely with our clients’ taxation, estate planning, and insurance advisors delivering a holistic solution and client experience. The goals of our endowment clients reach beyond investment returns and include social impact, governance, and programs for societal good. GCA and GPI manage in excess of $8B in assets on behalf of clients.

See https://www.guardiancapital.com/private-wealth-management and https://www.guardiancapital.com/gpi for more information.

JOB STATEMENT:

This role is responsible for leading and coordinating Private Wealth marketing, business development, and client engagement initiatives, including campaigns, communications, digital and social media content, events, sponsorships, and business development opportunities across GPI and GCA. The position oversees the creation, management, and distribution of client- and prospect-facing materials, supports RFP/RFI submissions, maintains business development and referral tracking systems, conducts market and prospect research, and ensures all communications align with brand, business, and compliance standards. In addition, the role provides executive support to the President, facilitates team coordination and communication, and drives process improvements to enhance operational efficiency, client service, and business growth.

ESSENTIAL FUNCTIONS:

• Lead the coordination and execution of the Private Wealth marketing calendar, including campaigns, newsletters, client communications, digital content, social-media activity, events, sponsorships, and speaking opportunities.
• Coordinate the development, review, approval, production, and distribution of client- and prospect-facing materials, including pitch books, brochures, presentations, invitations, email campaigns, and other collateral.
• Draft, edit, proofread, and maintain professional communications that are aligned with approved brand standards, business messaging, and compliance requirements.
• Plan and execute client, prospect, referral-source, and networking events, including invitations, logistics, vendor coordination, materials, attendance tracking, and post-event follow-up.
• Coordinate and consolidate business-development opportunities across GPI and GCA, ensuring activities, priorities, and follow-up actions are clearly tracked.
• Conduct research on prospective clients, markets, competitors, centers of influence, and industry developments; prepare concise summaries, insights, and recommendations for the Private Wealth team.
• Maintain accurate and current prospect, referral-source, business-opportunity, and follow-up trackers, and help ensure next steps are completed on time.
• Build and maintain an RFP/RFI database and coordinate submissions, including information gathering, content development, formatting, internal approvals, and delivery.
• Support the development and execution of client-engagement initiatives, including email campaigns, educational programs, events, referral activities, and social-media initiatives.
• Facilitate Private Wealth team meetings, document key decisions and action items, and ensure relevant information, priorities, and best practices are communicated across the team.
• Identify and implement practical process improvements for marketing, client communications, business-development tracking, event planning, collateral management, and internal coordination; bring forward recommendations with proposed timelines and next steps.
• Provide executive support to the President, including calendar and meeting coordination, preparation of briefing and presentation materials, management of priority follow-up, and other administrative support required to enable effective leadership and client service.

JOB SPECIFICATIONS:

• University degree – preferred major in business
• 3+ years’ experience in the financial industry, preferably the private wealth business
• Experience building databases and proficient with Salesforce
• Strong analytical and problem solving skills
• Excellent written and verbal communication skills
• Strong time management and interpersonal skills
• Understanding the team culture, and leverage the offering of GCG as required

COMPENSATION:

• The base salary range is expected to be between $65,000 - $85,000, with eligibility for a discretionary bonus.

Please Note:

All applications submitted are reviewed in detail by our HR team. In certain aspects of the hiring process artificial intelligence (AI) tools may be used, specifically for screening and assessments. These tools support our team and are used to help bring relevant criteria to the foreground and do not replace human judgment. We are committed to using AI responsibly, fairly, and in compliance with applicable employment and anti-discrimination laws. We regularly review these tools to help prevent bias or discrimination.