ABOUT US

Fernhill Financial, together with our initiative DesignWealth, has been helping families in British Columbia, Alberta, and Manitoba for nearly 30 years. We don’t just provide financial tools — we provide clarity and support, helping clients implement the advice that makes their financial lives work better.
We’re looking for an Implementation Coordinator (IC) to join our team. This role is all about precision, process, and making things happen behind the scenes. Think of it as the engine that makes our strategies work for clients. If you thrive on structure, accuracy, and accountability, you’ll find this role deeply rewarding.

WHY THIS ROLE MIGHT BE PERFECT FOR YOU

Both our Client Experience Lead (CEL) and Implementation Coordinator (IC) roles are similar in pay and hours, but appeal to very different strengths:

• Client Experience Lead (CEL) → thrives on interaction, hospitality, and being the welcoming face of the firm.
• Implementation Coordinator (IC) → thrives on process, structure, and ensuring every box is checked and nothing slips.

If you’re an operational rockstar who enjoys checking boxes, maintaining order, and knowing nothing gets missed, this role is built for you.

WHAT YOU’LL DO

• Coordinate account openings, transfers, and client documentation
• Prepare and process insurance applications and investment forms
• Follow up with clients, banks, fund companies, and insurers
• Maintain accurate client records in Cloven CRM, VieFUND, and other systems
• Track workflows and timelines to ensure on-time completion
• Support advisors with meeting prep, documentation, and follow-up
• Assist with compliance requirements and documentation standards
• Collaborate with the Client Experience Lead to ensure a smooth client journey