Harbourfront Wealth Management

www.harbourfrontwealth.com

1 Job

250 Employees

About the Company

Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.

Listed Jobs

Company Name: Harbourfront Wealth Management
Job Title: Marketing Coordinator
Job Description: **Job Title** Marketing Coordinator **Role Summary** Coordinate brand strategy, event execution, and digital marketing across a high‑touch financial services firm. Deliver end‑to‑end marketing initiatives that maintain brand consistency, enhance client experience, and support regulatory compliance. **Expectations** - Execute a minimum of three client or prospect events annually and manage all associated logistics. - Produce at least four major marketing assets per month (e.g., newsletters, PDFs, video scripts). - Maintain the marketing calendar, ensuring on‑time approvals and deliverables. - Analyze digital engagement metrics and produce quarterly performance reports. - Meet all regulatory and compliance review deadlines for marketing materials. **Key Responsibilities** 1. **Brand Strategy & Development** - Refine and implement brand guidelines across digital and print channels. - Create and edit brand assets (messaging frameworks, visual standards). - Review advisor marketing materials for brand and compliance alignment. 2. **Event Planning & Execution** - Conceptualize, plan, and execute client and prospect events; manage vendors, invitations, RSVP tracking, and on‑site execution. - Ensure events reflect brand standards and achieve strategic objectives. 3. **Digital Marketing & Communications** - Manage website content updates, email campaigns, and social media posts. - Coordinate podcasts, webinars, and e‑communications with stakeholders. - Track engagement metrics, analyze performance, and recommend improvements. 4. **Project Management** - Develop project timelines, secure approvals, and monitor progress. - Update the marketing calendar and track deliverables. - Coordinate with compliance to certify regulatory adherence. **Required Skills** - Strong written, editing, and visual communication abilities. - Event coordination and digital marketing platform proficiency (CMS, email marketing tools, analytics). - Proficiency in Microsoft Office; familiarity with Adobe Creative Suite is a plus. - Ability to balance strategic planning with hands‑on execution. - Excellent judgment, brand consistency focus, and proactive problem‑solving. - Adaptability to fast‑paced, entrepreneurial environment. **Required Education & Certifications** - Bachelor’s degree or diploma in Marketing, Communications, Fine Arts, or related field (preferred). - Minimum 3 years of marketing/communications experience in financial services or high‑touch professional services. - No specific certifications required; knowledge of compliance and regulatory standards desirable.