Nicolás Ariza
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Nicolás Ariza Email & Phone Number

Client Experience Manager, Wealth Advisor at Harbourfront Wealth Management
Location: Winnipeg, Manitoba, Canada 7 work roles 3 schools
1 work email found @outlook.es LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Role
Client Experience Manager, Wealth Advisor
Location
Winnipeg, Manitoba, Canada
Company size

Who is Nicolás Ariza? Overview

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Quick answer

Nicolás Ariza is listed as Client Experience Manager, Wealth Advisor at Harbourfront Wealth Management, a company with 231 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a work email signal at outlook.es and a matched LinkedIn profile for Nicolás Ariza.

Nicolás Ariza previously worked as Investment Advisor Associate at Harbourfront Wealth Management and Member Service Representative at Steinbach Credit Union. Nicolás Ariza holds Postgraduate Degree, Marketing Management, A- from The University Of Winnipeg.

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Email format at Harbourfront Wealth Management

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*@outlook.es
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Profile bio

About Nicolás Ariza

Banking professional with over 9 years of experience across the financial industry in Canada and Latin America. Investment Funds Licensed - CIFC®. I bring a strong track record in financial sales strategy and hands-on execution in banking. I hold a Bachelor’s Degree in Business Administration, along with two postgraduate degrees in Sales Management and Marketing Management from The University of Winnipeg. My multilingual abilities—fluent in English and Spanish, with basic proficiency in French—have enabled me to succeed in diverse markets.I’ve led nationwide financial sales strategies at Bank of Colombia, and currently, I’ve been proud to serve individuals and businesses as an outstanding Member Representative at Steinbach Credit Union. My passion lies in driving business growth by integrating financial expertise, strategic insight, and a results-driven approach.

Listed skills include Leadership, Corporate Finance, Estrategia Empresarial, Planeamiento De Proyectos, and 15 others.

Current workplace

Nicolás Ariza's current company

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Harbourfront Wealth Management
Harbourfront Wealth Management
Client Experience Manager, Wealth Advisor
Winnipeg, MB, CA
Employees
231
AeroLeads page
7 roles

Nicolás Ariza work experience

A career timeline built from the work history available for this profile.

Investment Advisor Associate

Current

Winnipeg, Manitoba, Canada

Ensuring an exceptional experience for Harbourfront Wealth Management - Prestige investors by providing meaningful interactions and precise, efficient service. Responsible for assisting Senior Investment Advisor by supporting client needs through accurate procedures and adhering to all regulatory standards to maintain compliance. Focused on building strong.

Nov 2024 - Present

Member Service Representative

Winnipeg, Manitoba, Canada

Guiding Personal Members and Businesses in managing standard deposit portfolios through non-registered and registered products such as TFSA, RRSP, RRIF, RESP, FHSA, and Business Accounts. Specialized in opening new accounts while strictly following compliance standards, executing efficient transactions to guarantee the best experience while accompanying.

Jan 2024 - Nov 2024

Lending Receptionist

Winnipeg, Manitoba, Canada

Solving general inquiries to members and non-members at the front desk. Processing of consumer loans and mortgage disbursements, cheque deposits, mortgage payments, TFSA withdrawals, and auditing GIC agreements. The first point of contact with our members in-branch.

Feb 2023 - Dec 2023

Senior Financial Sales Strategist

Medellín, Antioquia, Colombia

Structure and development of the sales strategy for retail teams nationwide that serviced target clients from personal banking and small businesses. Designed and led the "Automatic Pre-approvals Campaign" for small businesses in 2019, increasing loan disbursement in 19%.Second Chair Branch Manager – Jan to Feb 2021

Oct 2019 - Mar 2022

Junior Financial Sales Strategist

Medellín, Antioquia, Colombia

Participated in the execution of sales initiatives and sales team training in negociation skills and customer experience throughout the central region of Colombia, among 135 branches across the country. Promoted sales force through internal marketing campaigns to propel sales corporate objectives for the Region.

Jul 2016 - Sep 2019

Sales Assistant

Bogotá D.C., Colombia

Evaluated and analyzed sales reports and led presentations outlining the financial posture of the company within 32 branches, providing comprehensive commercial actions updates following the attendance of a variety of conferences.

Apr 2015 - Jul 2016
Team & coworkers

Colleagues at Harbourfront Wealth Management

Other employees you can reach at harbourfrontwealth.com. View company contacts for 231 employees →

3 education records

Nicolás Ariza education

FAQ

Frequently asked questions about Nicolás Ariza

Quick answers generated from the profile data available on this page.

What company does Nicolás Ariza work for?

Nicolás Ariza works for Harbourfront Wealth Management.

What is Nicolás Ariza's role at Harbourfront Wealth Management?

Nicolás Ariza is listed as Client Experience Manager, Wealth Advisor at Harbourfront Wealth Management.

What is Nicolás Ariza's email address?

AeroLeads has found 1 work email signal at @outlook.es for Nicolás Ariza at Harbourfront Wealth Management.

Where is Nicolás Ariza based?

Nicolás Ariza is based in Winnipeg, Manitoba, Canada while working with Harbourfront Wealth Management.

What companies has Nicolás Ariza worked for?

Nicolás Ariza has worked for Harbourfront Wealth Management, Steinbach Credit Union, and Bancolombia.

Who are Nicolás Ariza's colleagues at Harbourfront Wealth Management?

Nicolás Ariza's colleagues at Harbourfront Wealth Management include Sheryl Thomas, Roland Orban, Jessica Breen, Luke S., and Dawn Lane Epc, Cfp, Clu, Cim.

How can I contact Nicolás Ariza?

You can use AeroLeads to view verified contact signals for Nicolás Ariza at Harbourfront Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Nicolás Ariza attend?

Nicolás Ariza holds Postgraduate Degree, Marketing Management, A- from The University Of Winnipeg.

What skills is Nicolás Ariza known for?

Nicolás Ariza is listed with skills including Leadership, Corporate Finance, Estrategia Empresarial, Planeamiento De Proyectos, Estrategia De Mercadotecnia, Prospectiva Y Desarrollo, Estrategia Comercial, and Strategic Planning.

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