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Added 2 mins ago
W
(CAN) Fashion Associate
Walmart
Bridgewater, NS
- Part-time
Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that processes and stocks…
Added 17 mins ago
WC
(CAN) Associé, cosmétiques
Walmart Canada
Val-d'Or, QC
- Full-time
Position Summary...Working as a Cosmetics Associate at Walmart Canada is a great opportunity to grow your skills in a fast paced retail environment. In this role, you deliver excellent…
Added 17 mins ago
WC
(CAN) Grocery Associate
Walmart Canada
Bridgewater, NS
- Full-time
Position Summary...Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent…
Added 17 mins ago
WC
(CAN) Fashion Associate
Walmart Canada
Dauphin, MB
- Full-time
Position Summary...Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that…
Added 17 mins ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Kindersley, SK
- Full-time
…participate in all aspects of Pharmacy Operations required of a team player. They are a key member in the delivery of superior customer…
Added 17 mins ago
WC
(CAN) Associé, produits laitiers et surgelés
Walmart Canada
Val-d'Or, QC
- Full-time
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 17 mins ago
WC
(CAN) Fashion Associate
Walmart Canada
Nelson, BC
- Full-time
Position Summary...Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that…
Added 17 mins ago
WC
(CAN) Associé des rayons de la mode
Walmart Canada
Rivière-du-Loup, QC
- Contract
Position Summary...Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that…
Added 17 mins ago
WC
(CAN) Fashion Associate
Walmart Canada
Fort St. John, BC
- Full-time
Position Summary...Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that…
Added 17 mins ago
WC
(CAN) Overnight Dairy Frozen Associate
Walmart Canada
London, ON
- Full-time
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 17 mins ago
TC
Retail Store Associate Part Time Winners/Homesense - Strawberry Hills
TJX Canada – Winners, Marshalls, HomeSense
Surrey, BC
- Part-time
We’re looking for Retail Associates to join our team in a welcoming environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 17 mins ago
WC
(CAN) Grocery Associate
Walmart Canada
Langley (District), BC · Langley, BC
- Full-time
Position Summary...Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent…
Added 17 mins ago
TC
Retail Store Associate Part Time Seasonal Homesense Eglinton Corners
TJX Canada – Winners, Marshalls, HomeSense
Toronto, ON · Scarborough, ON
- Part-time
We’re looking for Retail Associates to join our team in a welcoming environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 17 mins ago
TC
Sales Associate Marshalls/Homesense South Keys 762/114 - Seasonal
TJX Canada – Winners, Marshalls, HomeSense
Ottawa, ON
- Part-time
We’re looking for Retail Associates to join our team in a welcoming environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 17 mins ago
WC
(CAN) Associé, produits laitiers et surgelés
Walmart Canada
Gatineau, QC
- Full-time
Position Summary...Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver…
Added 17 mins ago
VA
Veterinary Assistant, Calgary North Animal Hospital
VCA Animal Hospitals
Calgary, AB
- Internship
Calgary North Animal Hospital is welcoming a Veterinary Assistant to join our fun and motivated team of professional pet health caregivers.
Added 17 mins ago
TC
Retail Store Associate Seasonal Winners - Century Crossing
TJX Canada – Winners, Marshalls, HomeSense
Spruce Grove, AB
- Part-time
We’re looking for Retail Associates to join our team in a welcoming environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 17 mins ago
LO
Aftercare Associate
Lap of Love
Toronto, ON
- Full-time
We are seeking a compassionate, dependable, and detail-oriented individual to join our team as an Aftercare Associate. In this role, you will play a vital part in ensuring pets are handled…
Added 47 mins ago
LO
Aftercare Associate
Lap of Love Veterinary Hospice
Toronto, ON
- Full-time
We are seeking a compassionate, dependable, and detail-oriented individual to join our team as an Aftercare Associate. In this role, you will play a vital part in ensuring pets are handled…
Added 1 hour ago
KB
Merchandising Associate - Reset Team
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Moncton, NB
- Full-time
…Ontario, Newfoundland and Labrador), as well as in USA. We are a team of 20,000 dedicated employees. At J.D. Irving, Limited, you are part of a dynamic team of professionals who lead with…
Added 1 hour ago
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Snow Removal (Grounds Support) - Seasonal
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Rossland, BC
- Part-time
At Crescent Hotels & Resorts, we are a team of hospitality professionals deeply connected to and proud of the exceptional experiences we provide for our guests. More than that, we know our…
Added 1 hour ago
G&
Operations Supervisor
Grand & Toy
Winnipeg, MB
- Full-time
A track record of influencing team culture, accountability, or operational performance.
Added 2 hours ago
W
(CAN) Stock Unloader Associate
Walmart
North Vancouver, BC
- Part-time
Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you play a key part in…
Added 2 hours ago
C
Security Associate
Carvana
ON · Ontario, Canada
- Full-time
We're looking for people who want to thrive in an environment of impactful change. Team spirit shows up in everything we do - every day, our passion and creativity drive the kind of…
Added 2 hours ago
UO
Undergraduate Admissions Coordinator
University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $5,027 to $5,413 CAD / month
- Full-time
…receives functional direction and operational supervision from the Associate Director, Undergraduate Program. Works in coordination with the Graduate Programs Officer, and with other staff…

Harbourfront Wealth Management

Client Services Associate

Toronto, ON, Canada

$60,000 to $80,000 CAD / year · Contract

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Job details

Pay: $60,000 to $80,000 CAD / year
Job type: Contract
Apply by: Nov 29, 2026
Posting language: English
Posted: Oct 30, 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 $23 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 Services Associate for a 12–18 month contract. The Client Services 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;
3 + 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

Support Client Portfolio Managers with client service, account openings and maintenance, meeting coordination, and preparation and timely delivery of client reports and documents. Respond to client and advisor requests, and contribute to business development, events, process improvement, and reception coverage.

Requirements

The role seeks at least three years of administrative or client-support experience, ideally in financial services or wealth management, and registration with CIRO as an Investment Representative or Registered Representative, or eligibility to register. A business, finance, or related bachelor’s degree is ideal but equivalent experience may be considered; financial planning experience and proficiency with Microsoft Office are assets.

Skills

Client Service
Account Management
Financial Services
Wealth Management
Communication
Interpersonal Skills
Problem-Solving
Organization
Time Management
Critical Thinking
Confidentiality
Attention To Detail
Microsoft Office
Business Development
Event Support

Visa sponsorship

Not detected in the job text

Keywords

Client Services Associate
Wealth Management
Financial Services
Client Portfolio Managers
High-Net-Worth Individuals
Client Account Opening
Account Maintenance
Regulatory Compliance
Client Reporting
Business Development
Process Improvement
Financial Planning
CIRO
Investment Representative
Registered Representative
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Client Meetings
Event Support
Confidentiality
Administrative Support

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