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Added 20 mins ago
GO
Senior Energy Advisor
Government of Yukon
Whitehorse, YT
- Full-time
The Senior Energy Advisor is part of a team that develops, implements and evaluates energy programs and initiatives designed to achieve the Yukon’s energy objectives with an emphasis on…
Added 34 mins ago
Associate (m/f/d) Index Management – Equity Rebalance
Solactive AG
Toronto, ON
…base, identify new business opportunities, and act as a trusted advisor to deliver exceptional client service and long-term partnership…
Added 49 mins ago
NB
Contract Implementation Coordinator
National Bank of Canada
Montreal, QC
- Full-time
…support sales conversion. Your work has a direct impact on the advisor experience, collaboration with insurance carriers, and the operational performance of National Bank Insurance…
Added 49 mins ago
S
Associate (m/f/d) Index Management – Equity Rebalance
Solactive
Toronto, ON
- Full-time
…base, identify new business opportunities, and act as a trusted advisor to deliver exceptional client service and long-term partnership…
Added 49 mins ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 1 hour ago
NR
Children’s Services Program Supervisor
Niagara Region
ON · Niagara, ON
- Contract
Conducts file audits, ensuring compliance with legislation and policies as well as an appropriate quality of service and documentation.
Added 1 hour ago
NR
Finance Education & Communication Advisor
Niagara Region
ON · Niagara, ON
- Full-time
Job Title : Finance Education & Communication Advisor
Added 1 hour ago
M
Senior Business Architecture Advisor, Direct Distribution
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
client view, financial relationships, onboarding, personalized service) and
Added 1 hour ago
M
Senior Business Architecture Advisor, Direct Distribution
Maarut
Levis, QC
- Contract
advisor to support direct distribution in personal lines insurance in
Added 2 hours ago
RB
Financial Advisor
Royal Bank of Canada
New Westminster, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 3 hours ago
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Financial Advisor
RBC
New Westminster, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 4 hours ago
Strategic Management Lead
City of Edmonton
AB
…to shape the future of Edmonton. You will serve as a trusted advisor to senior leadership, developing the City’s Enterprise Performance Management system and leading implementation of…
Added 5 hours ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 5 hours ago
C
Mortgage Solutions Advisor, Remote - Bilingual
CIBC
Montreal, QC
- Full-time
As a Mortgage Solutions Advisor you will play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Your…
Added 5 hours ago
Labour Relations Manager
Hydro One Networks Inc
Toronto, ON
…Ontario. Today, we’re focused on providing exceptional customer service and ensuring we are building safe communities where we live, work and…
Added 6 hours ago
EL
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Delta, BC
- Full-time
⁃ All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 10 hours ago
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Shop Foreperson
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Added 10 hours ago
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Agriculture Equipment Technician
Nelson Motors and Equipment
Redvers, SK
- Full-time
Computer skills required, Service Advisor and/or Service Center an asset.
Added 10 hours ago
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Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…you will be providing administrative and office support for Advisor(s) practices to enable them to achieve sales and service…
Added 10 hours ago
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Financial Advisor, Investments
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a full-time Financial Advisor, Investments at Kensington Branch, Saskatoon, SK, you will be responsible for understanding the financial goals of your assigned portfolio of members and…
Added 10 hours ago
TW
Financial Advisor - Temporary
Thrive Wealth Management
Whitewood, SK
- Full-time
As a temporary Financial Advisor in Whitewood for a 14-month contract, you are responsible for understanding our members’ financial goals and supporting their achievement through the…
Added 10 hours ago
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ON HOLD - Financial Services Advisor II
Thrive Wealth Management
Indian Head, SK
- Full-time
As a full-time Financial Services Advisor II (FSA II), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 10 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Regina, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as our Financial Service Representative in Regina. You will be the first point of contact for members and will provide…
Added 10 hours ago
TW
Member Advisor
Thrive Wealth Management
Macklin, SK
- Full-time
…program! This is an excellent opportunity for the customer service focused professional who has experience in retail, hospitality, or financial services. We are looking to fill a temporary…
Added 10 hours ago
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Vice President, Internal Audit
Thrive Wealth Management
Regina, SK
- Full-time
Serve as a trusted advisor and internal audit subject‑matter expert by providing audit‑related advisory services without assuming management responsibility and communicating clearly on…

Harbourfront Wealth Management

Administrative Assistant (Peter Szeto Investment Group)

Vancouver, BC, Canada

$50,000 to $70,000 CAD / year · Full-time

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Job details

Pay: $50,000 to $70,000 CAD / year
Job type: Full-time
Apply by: Nov 20, 2026
Experience: 2 years of office administration experience in a professional, client facing environment, ideally banking
Posting language: English
Posted: Oct 21, 2026

Original job description

Who we are:

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.

Career opportunity:

We currently have a career opportunity for an Administrative Assistant reporting directly to an Investment Advisory Team in our Vancouver BC office. This role requires an individual who is professional, independent, organized, effective at multi-tasking and detail oriented, with strong communication and people skills.

You will be responsible for:

Provide administrative support including preparing documentation and managing day‑to‑day operational tasks;
Support client onboarding and ongoing service by completing KYC updates, maintaining client records, and assisting with financial plan preparation using a licensed, planning‑focused skillset;
Manage the Advisors’ calendars
Prepare monthly/quarterly/annual reports, client correspondence and take ownership of project work;

The ideal candidate for this position has:

2 years of office administration experience in a professional, client facing environment, ideally banking
IR licensing is considered an asset; candidates who are not IR licensed should have experience as an Administrative Assistant supporting an Investment Advisor.
Strong computer skills, highly proficient with Microsoft Office suite of applications and PDF software;
Proven ability to handle a high volume of work in a fast-paced environment is required;
Strong organizational skills and attention to detail;
Excellent verbal and written communication skills;
High attention to detail and accuracy;
Proficiency in Mandarin would be considered an asset

Salary Range: $50-70,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

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 orientation, religion, or belief.

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More about this job

Responsibilities

Provide administrative and operational support to an investment advisory team, including preparing documentation, managing calendars, and handling project work. Support client onboarding and ongoing service by maintaining records, completing KYC updates, assisting with financial plans, and preparing reports and correspondence.

Requirements

Requires two years of office administration experience in a professional, client-facing environment, ideally in banking; investment relations licensing is an asset, or applicants should have experience supporting an Investment Advisor. Candidates should be proficient with Microsoft Office and PDF software, able to manage high workloads, and have strong organizational, communication, and detail-oriented skills; Mandarin is an asset.

Skills

Office Administration
Client Onboarding
KYC Updates
Client Record Management
Financial Plan Preparation
Calendar Management
Report Preparation
Client Correspondence
Project Management
Microsoft Office
PDF Software
Organization
Attention To Detail
Multitasking
Written Communication
Verbal Communication

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Wealth Management
Investment Advisory
Investment Advisor
Client Onboarding
KYC
Client Records
Financial Planning
Administrative Support
Operational Tasks
Calendar Management
Monthly Reports
Quarterly Reports
Annual Reports
Client Correspondence
Project Work
Microsoft Office
PDF Software
Banking
Mandarin

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