Jobs in Canada

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Added 1 month ago
WC
(CAN) Préposé à l’accueil
Walmart Canada
Valleyfield, PE
- Full-time
Gérer efficacement ses horaires de travail et planifier à l’avance pour conserver son énergie et sa concentration tout au long du quart de travail
Added 1 month ago
WC
(CAN) Préposé à l’accueil
Walmart Canada
Valleyfield, PE
- Full-time
Gérer efficacement ses horaires de travail et planifier à l’avance pour conserver son énergie et sa concentration tout au long du quart de travail
Added 1 month ago
HR
CAREER FAIR AT PACIFIC CENTRE - Style Advisors, Tailors, Operations Specialists, and Luxury Sales Leader
Harry Rosen
Vancouver, BC · Pacific Centre
- Full-time
Model exceptional customer service standards that demonstrate alignment with our relationship-based selling culture, towards the achievement of clientele and NPS goals (obtain and log…
Added 1 month ago
RB
Client Experience & Wealth Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team.
Added 1 month ago
NC
Counter Sales - HVAC
Noble Corporation
Toronto, ON
- Full-time
Must Haves and Nice to Haves · You Must Have:
Added 1 month ago
RD
Client Experience & Wealth Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team.
Added 1 month ago
C
Temporary Sales Associate
Coach
Ottawa, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 month ago
HW
Client Experience Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Full-time
…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…
Added 1 month ago
HI
Branch Team Lead
HUB International
Kamloops, BC
- Full-time
Answer client and associate questions, handle service/call escalations, answer phone inquiries, complete special projects, train new hires, and assist in creating processes
Added 1 month ago
C
Sales Associate III
Coach
Richmond, BC
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 month ago
R
Client Experience & Wealth Associate
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team.
Added 1 month ago
HI
Administrative Associate
HUB International
Jasper, AB
- Full-time
As an Administrative Associate, you will be the first point of contact for everyone who walks through our doors or calls our office. This is a role for someone who takes pride in keeping…
Added 1 month ago
RB
Private Banker
Royal Bank of Canada
Burlington, ON · Hamilton, ON · Oakville, ON · St. Catharines, ON
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 1 month ago
R
Private Banker
RBC
Burlington, ON · Hamilton, ON · Oakville, ON · St. Catharines, ON
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 1 month ago
P
Capital Markets and Accounting Advisory Services, Senior Associate
PwC
Calgary, AB
- Full-time
…financial reporting issues and transactions. You'll tackle client’s needs with a solution-oriented approach that creatively addresses complex accounting and reporting problems for high…
Added 1 month ago
K
Sales Associate (Lime Ridge Mall) - New Store Opening!
Knix
Hamilton, ON
- $19 CAD / hour
- Part-time
Must have the necessary work authorization to be legally employed in Canada and be 18 years of age or older
Added 1 month ago
K
Sales Associate (Lime Ridge Mall) - New Store Opening!
Knix
Hamilton, ON
- $19 CAD / hour
- Full-time
Must have the necessary work authorization to be legally employed in Canada and be 18 years of age or older
Added 1 month ago
B
Personal Banking Associate
BMO
Mississauga, ON
- Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 1 month ago
PT Retail Sales Associate, Maje, Pacific Centre, Vancouver
SMCP NORTH AMERICA (US, CANADA)
Vancouver, BC
As a Sales Associate, you’ll be at the heart of delivering an exceptional client experience, making every shopping moment memorable. You’ll build strong relationships with customers, curate…
Added 1 month ago
NB
Manager, Financing Solutions
National Bank of Canada
Mississauga, ON
- Full-time
Reporting to the Associate Vice-President, Commercial Banking, the selected candidate will be based in Mississauga, Ontario. You have the flexibility to work from home and/or go to the…
Added 1 month ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 month ago
EJ
Operations Specialist II
Edward Jones
Mississauga, ON
- $52,100 to $85,800 CAD / year
- Full-time
Onsite 5 days per week
Added 1 month ago
NB
Wealth Associate
National Bank of Canada
Edmonton, AB
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 1 month ago
NB
Wealth Associate
National Bank of Canada
Sherbrooke, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 1 month ago
VF
Client Onboarding & Acct Service Specialist
Ventum Financial Corp.
Vancouver, BC · Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
- Contract
The Client Onboarding & Account Services Specialist provides centralized operational support across the client account lifecycle and serves as a key service resource for Advisors,…

Harbourfront Wealth Management

Client Experience Associate

Toronto, ON, Canada

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

Apply on LinkedIn About employer

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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