Marketing Specialist

Who we are:
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.

Career opportunity:
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.

You will be responsible for:

• Ensure full execution of the marketing plan and marketing calendar;
• Lead the email marketing campaigns to achieve the required KPIs for qualified leads and booked discovery calls;
• Generate a consistent volume of qualified email leads on an annual basis and achieve the targeted number of discovery calls booked directly by prospects;
• Prepare a monthly marketing report outlining budget allocation, KPI progress, and marketing calendar execution.

Scope of Responsibilities

Content & Creative Production

• 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;

Marketing Strategy Execution

• 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.

Lead Generation & Nurturing

• 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.

Digital Infrastructure & Systems

• 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.

Reporting, Governance & Accountability

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

The ideal candidate for this position has:

• 2 year’s experience with video editing tools (Adobe Premiere Pro);
• 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);
• Strong digital content production skills;
• Comfortable working within modern digital marketing ecosystems;
• Experience within the Wealth Management / Investment industry is considered an asset.

Salary Range: $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 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