Marketing Specialist

Harbourfront Wealth is a fast‑growing leader in financial services, managing over $15 billion in assets across five integrated entities. We believe great people make great companies. Prestige Private Wealth is an advisory team within Harbourfront, providing personalized financial planning and tailored investment strategies, supported by a national platform and access to specialized private investment solutions.

The Marketing Specialist executes key marketing initiatives that drive new client acquisition and support sustainable annual AUM growth. The role strengthens a structured, measurable marketing system focused on generating qualified leads and discovery calls, with the teams long‑term target of contributing roughly $6MM in new AUM per year. This is not a telemarketing role and does not require outbound calling.

By managing consistent marketing execution, the role enables advisors to focus on client servicing and relationship management while maintaining a scalable marketing engine aligned with the organization’s long‑term strategy and values.

• Generate a consistent volume of qualified email leads on an annual basis.
• Achieve a minimum threshold of Discovery Calls per year, booked directly by prospects.
• Support the conversion of marketing-generated Discovery Calls into new client relationships.
• Ensure full execution of the marketing plan and marketing calendar.
• Discovery Calls must come from prospects who successfully pass the qualification filter and self-book their meeting.

• Produce audiovisual and digital assets required for campaigns and content delivery.
• Maintain a consistent production rhythm aligned with marketing commitments.
• Ensure content aligns with the Team’s brand standards and values.
• Execute the marketing strategy established by the Team.
• Launch, rotate, and optimize digital advertising campaigns.
• Coordinate webinars and in-person events aligned with target markets.
• Ensure consistent execution of the marketing calendar.

• Drive lead acquisition through digital campaigns and events.
• Maintain consistent engagement with leads through email and content initiatives.
• Support ongoing content distribution, including video, podcast, and written communications.

• Manage digital marketing infrastructure, including lead flows and automation.
• Ensure proper tracking, attribution, and organization of leads.
• Administer the marketing budget and support performance monitoring.

• Participate in weekly execution check-ins.
• Support monthly performance reviews and strategic adjustments.

• Lead generation targets: 3,000 leads.
• Discovery Call volume: 100 booked and completed discovery calls per year.
• Conversion metrics: 20 successful client conversions.
• Marketing calendar execution: 100% completion of the marketing calendar (You Tube videos, Prestige Brief, Podcast, and social media posts).

• 2 year’s experience with video editing tools (Adobe Premiere Pro preferred).
• 2 year’s experience with Canva and/or Adobe Illustrator.
• 1 year experience with digital advertising platforms (Facebook Ads).
• 1 year experience with email marketing platforms (Mailchimp or similar).
• Comfortable working within modern digital marketing ecosystems.
• Experience with in the Wealth Management / Investment industry is considered an asset.

$50,000 - $55,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity). Compensation must be listed for BC roles, if other provinces it’s optional.

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.