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Added 13 days ago
RD
Associate
RBC Dominion Securities
Ottawa, ON
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an…
Added 13 days ago
MI
Junior Associate Director, Business Data Office, Client Onboarding Solutions
MUFG Investor Services
Halifax, NS
- Full-time
…provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending…
Added 13 days ago
MI
Junior Associate Director, Business Data Office, Client Onboarding Solutions
MUFG Investor Services
Halifax, NS
- Full-time
…provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending…
Added 13 days ago
BL
Office Manager
BC Legal Management Association
BC · West Vancouver, BC
- Other
We represent a wide variety of unions in both the private and public sectors, across numerous industries and in both provincial and federal jurisdictions. Koskie Glavin Gordon is highly…
Added 14 days ago
Senior Client Service Associate, Toronto, ON
Scotiabank
Toronto, ON
The Senior Client Services Associate contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, and initiatives are executed / delivered…
Added 14 days ago
NB
Private Banking Associate
National Bank of Canada
Vancouver, BC
- Full-time
Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax…
Added 1 month ago
Trust Associate, Scotiatrust - Montreal/Quebec City
Scotiabank
Montreal, QC
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and…
Added 16 days ago
SW
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
Montreal, QC
- Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 17 days ago
ScotiaMcLeod Administrative Associate
Scotiabank
Montreal, QC
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 18 days ago
Associate, Corporate Development
Tenstorrent
Toronto, ON
…technology to partners worldwide. The Corporate Development Associate leads client-facing analysis for the strategic deals side of the team, owning the evaluation, structuring, and…
Added 17 days ago
NB
Wealth Associate
National Bank of Canada
Sherbrooke, QC
- Full-time
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you…
Added 17 days ago
HW
Client Experience Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Full-time
Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across…
Added 18 days ago
VF
Client Onboarding & Acct Service Specialist
Ventum Financial Corp.
Vancouver, BC · Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
- Contract
…employees nationwide and approximately $10 billion in assets under administration. Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across…
Added 18 days ago
RJ
Associate Financial Advisor
Raymond James
Waterloo, ON
- Full-time
As our team continues to grow, we are seeking an experienced and highly motivated Associate Financial Advisor to work closely with our advisors in delivering exceptional client experiences…
Added 18 days ago
S+
Mechanical Project Manager
Smith + Andersen
Calgary, AB
- Full-time
Where requested by the Principal-in-charge or Associate Principal act as contract administrator for designated projects, ensuring timely completion of all contract administration activities…
Added 18 days ago
FC
Associate, Private Wealth
Fiera Capital
Calgary, AB
- Full-time
Under the supervision of the Senior Investment Counsellor and Head of Private Wealth Western Canada, the Associate is primarily responsible for providing a very high quality, personalized…
Added 19 days ago
Associate Private Banker - Vancouver
Scotiabank
Vancouver, BC
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Added 19 days ago
MI
Supervisor, Fund Accounting
MUFG Investor Services
Halifax, NS
- Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 19 days ago
SS
Financial Reporting, Senior Associate
State Street
Toronto, ON
- Full-time
…effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like…
Added 19 days ago
W
Associate
Wellington-Altus
ON
- Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Added 1 month ago
MF
Advisor Associate - Location is St John's NFLD
MD Financial Management | Gestion financière MD
St. John's, NL
- Full-time
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 20 days ago
SW
Advisor Associate MD Wealth - Sydney
Scotia Wealth Management
Halifax, NS
- Full-time
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 20 days ago
SW
Advisor Associate MD Wealth - Halifax
Scotia Wealth Management
Halifax, NS
- Full-time
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 20 days ago
Advisor Associate MD Wealth - Halifax
Scotiabank
Halifax, NS
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 20 days ago
Advisor Associate MD Wealth - Sydney
Scotiabank
Sydney Indian Reserve No. 28A, NS · Sydney, NS
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…

Harbourfront Wealth Management

Client Experience Associate

Toronto, ON, Canada

$60,000 to $80,000 CAD / year · Full-time

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Job details

Pay: $60,000 to $80,000 CAD / year
Job type: Full-time
Apply by: Oct 17, 2026
Posting language: English
Posted: Sep 17, 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:

Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across Canada. We are seeking a Client Experience Associate plays a key role in supporting Client Portfolio Managers (CPMs) by delivering exceptional administrative, operational, and business development support. This role ensures superior and personalized client experience through diligent account management, client service excellence, and seamless coordination of client-facing activities.

You will be responsible for:

Respond promptly and effectively to requests from clients, advisors and CPMs;
Complete new client account openings and ensure annual maintenance of existing accounts is accurate, up to date, and compliant with internal policies;
Support CPMs in all aspects of client relationship management, including preparing materials, scheduling, and organizing client meetings (in person or online);
Ensure that all reports and documents presented to clients (monthly, quarterly and annually) reflect information that is both complete and of the highest quality, and are produced and delivered within the required timelines;
Collaborate with other team members in business development initiatives, special events and process improvement projects;
Provide reception coverage and event support as required.

The ideal candidate for this position can:

Demonstrate a commitment to ethical conduct and integrity ensuring all client interactions are handled with professionalism and trustworthiness;
Bring an excellent attitude and a dedication to extraordinary service, consistently exceeding expectations;
Demonstrate strong interpersonal skills, communicating effectively and collaborating across in‑person, phone, and virtual channels;
Showcase exceptional problem-solving abilities, tackling challenges with creativity and confidence;
Maintain strong organizational skills to effectively manage tasks and priorities;
Excel in dynamic environments and adapt to change with ease, managing a high volume of competing priorities while maintaining focus;
Exhibit critical thinking and outstanding communication skills, both written and verbal, to deliver clear and impactful messages;
Uphold the highest levels of confidentiality, safeguarding sensitive information and ensuring trust in every interaction.

The ideal candidate for this position has:

A bachelor’s degree in business, finance, or related fields is ideal, but equivalent experience will be given consideration;
5+ years in an administrative or client-support role, ideally in financial services, wealth management, or a similar environment;
Experience in financial planning is an asset;
Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register;
Comfortable with tools like Microsoft Office (Word, Excel, Outlook, Teams) and learning other systems;

Working Conditions:

Working hours: standard 40 hours (8:30 -5:30)
Completion of tasks within a fixed time frame
Occasional requirement to work overtime

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

The Client Experience Associate provides administrative, operational, and business development support to Client Portfolio Managers. They ensure superior client service by managing accounts, coordinating meetings, and maintaining high-quality reporting standards.

Requirements

Candidates should have 5+ years of experience in administrative or client-support roles within the financial services industry. A bachelor's degree is preferred, and candidates must be registered or eligible for registration with CIRO as an Investment Representative.

Skills

Client Service
Administrative Support
Operational Support
Business Development
Account Management
Financial Services
Wealth Management
Communication
Problem-solving
Organizational Skills
Critical Thinking
Microsoft Office
CIRO Registration
Relationship Management
Confidentiality

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Wealth Management
CIRO
Investment Representative
Client Portfolio Managers
Account Management
Business Development
Microsoft Office
Word
Excel
Outlook
Teams
Administrative Support
Operational Support
Client Experience
Financial Planning
Discretionary Wealth Management
Compliance

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