Jobs in Canada

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Added 1 month ago
K
Manager, Audit - Private Enterprise
KPMG
Edmonton, AB
- Full-time
…are encouraged. Through high support, including progressive learning, strong coaching, inclusive teamwork, and a shared commitment to integrity, we perform at our best – measuring what…
Added 1 month ago
UC
Academic Consideration Advisor
University Canada West
Vancouver, BC
- $60,000 to $70,000 CAD / year
- Full-time
Reporting to the Executive Director, Academic Operations and Initiatives, the Academic Consideration Advisor coordinates academic consideration requests for students experiencing…
Added 1 month ago
FH
Clinical Pharmacy Specialist - Vancouver General Hospital
Fraser Health
Vancouver, BC
- Full-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 1 month ago
TH
Manager / Senior Manager, Finance, Contractor Services & Pro
The Home Depot Canada
Toronto, ON
- Full-time
…projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your career with us at The Home…
Added 1 month ago
NG
Normet Technical Specialist - North America
Normet Group
Sudbury, ON · Lively, ON
- Full-time
Must have existing legal work authorization for the country applying to the role for
Added 1 month ago
PH
Executive Medical Director (EMD), Women’s Global Health - BC Women’s Hospital & Health Centre
Provincial Health Services Authority
Vancouver, BC
- Temporary
Advisor, Talent Acquisition – Physician and Scientific Recruitment
Added 1 month ago
PH
Associate Physician, Acute Mental Health Team - BC Children’s Hospital
Provincial Health Services Authority
Vancouver, BC
- Full-time
The successful candidate will also demonstrate a commitment to beginning and continuing their personal learning journey related to Indigenous-specific racism and dismantling systems of…
Added 1 month ago
PH
Executive Medical Director (EMD), Children’s Global Health - BC Children’s Hospital
Provincial Health Services Authority
Vancouver, BC
- Temporary
Advisor, Talent Acquisition – Physician and Scientific Recruitment
Added 1 month ago
HW
Client Experience Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Full-time
…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…
Added 1 month ago
HI
Client Relationship Specialist
HUB International
St. Albert, AB · Langley (District), BC
- Full-time
The right person for this role is proactive, personable, and energized by the idea of being a trusted advisor to clients in a niche and growing industry.
Added 1 month ago
PC
Indigenous Relations Leader
Pinchin Canada
Saskatoon, SK · Greater Saskatoon Metropolitan Area
- Full-time
As an Indigenous Relations Advisor, you will play a key role in strengthening Pinchin’s relationships with Indigenous Nations, communities, organizations, and businesses across Western…
Added 1 month ago
Digital Sales Advisor - Digital Sales
Talent Acquisition Team at Westland Insurance. Text reply only.
Surrey, BC
We’re searching for a Digital Sales Advisor (Personal Lines Insurance). Are you searching for new possibilities?
Added 1 month ago
People (Human Resources) Business Partner
GHD Group Pty Ltd
Toronto, ON
Reporting to the Central Canada Regional People Leader, the People Business Partner serves as a trusted advisor to Business Group Leaders, Operations Managers, Team Leaders, and employees.…
Added 1 month ago
PARTS ADVISOR
Stampede Leasing Ltd
Calgary, AB
As a key member of the Stampede Toyota team and reporting to the Parts Manager, the Parts Advisor will work with the parts department, representing a world-class leader in the automotive…
Added 1 month ago
G
Medical Science Liaison, Aesthetics West (Vancouver or Calgary)
Galderma
Toronto, ON
- $112,000 to $140,000 CAD / year
- Full-time
Supports speaker training, faculty development, and scientific symposia in partnership with the Medical Advisor/Lead and Global Medical Affairs.
Added 1 month ago
PC
M&A Operations- Senior Manager
Pwc Canada
Toronto, ON
- Full-time
…high-quality outcomes for clients while simultaneously promoting learning, community and skills development within your…
Added 1 month ago
HW
Investment Advisor
Harbourfront Wealth Management
Saskatoon, SK
- Full-time
…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…
Added 2 months ago
M
Manager, Enterprise Risk - IT Audit
MNP
Toronto, ON
- Full-time
…knowledge to assist clients in mitigating risk. As a trusted advisor, you’ll establish an effective system of internal controls that safeguard clients’ assets, improve financial reporting…
Added 1 month ago
Senior Financial Advisor - Okotoks, AB
Scotiabank
Okotoks, AB
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 month ago
T
Analytics Engineering - Principal - Toronto
Teragonia
Remote, Canada
- Full-time
- Remote
Teragonia offers a comprehensive career development platform through cross-learning within our multidisciplinary structure. We nurture a diverse, inclusive, collaborative, respectful, and…
Added 1 month ago
OR
Business Insights & Analytics Manager
OSL Retail Services Inc
Mississauga, ON
- Other
Identify opportunities to apply forecasting, statistical analysis, predictive analytics, segmentation, and machine learning to business problems
Added 1 month ago
GA
Junior Service Advisor (Merlin Ford Lincoln)
Go Auto
Saskatoon, SK
- Other
Service Advisor – No Evenings, Great Pay, and Real Career Growth
Added 3 months ago
TH
Account Executive – Strategic Partnerships Leader
TELUS Health
Montreal, QC
- Full-time
…Internally, the team member will be a trusted resource and advisor to the sales team and will facilitate a healthy dialogue between parties. All of which will drive lead flow, increased…
Added 1 month ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
O'leary, PE
As a Trainee, Insurance Advisor, you're empowered to develop your career in insurance by learning how to promote and educate clients on Insurance products. You'll also practice anticipating…
Added 1 month ago
BG
CSA
Brandt Group of Companies
Whitby, ON
- Full-time
Brandt Tractor Ltd is currently seeking a Customer Support Advisor (CSA) for our Whitby location.

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
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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Work requirements

Jobs in Canada