Who we are:
Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing employee-owned firm and CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over twenty branches across Canada.
Career opportunity:
We currently have a career opportunity for an Advisor Transition Specialist. Reporting to the Manager, Advisor Transitions This role is offered as a hybrid-remote role with flexibility on location within Canada. Our head office is in Vancouver, BC, in addition to 28+ offices across Canada. We are currently looking for an individual, well versed in the retail and business processing operations of a full-service brokerage firm to support and act as a liaison between sales and operations personnel. The responsibilities of this role are wide-ranging and may include the requirement to travel on short notice.
You will be responsible for:
The ideal candidate for this position has:
Definite Assets:
Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.
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