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Added 21 mins ago
TB
Senior Retail Sales Associate
Tailored Brands
Belleville, ON
- Full-time
…would be a temporary flex key holder in the capacity of the manager on duty, in times of…
Added 36 mins ago
W
Customer Support, Field Service Coordinator - Windsor Windows
Woodgrain
Windsor, ON
- Full-time
Reporting to the Field Service Manager, the Customer Support - Field Service Coordinator is responsible for coordinating field service activities, supporting customer warranty and service…
Added 36 mins ago
MD
APEX Accelerator Area Manager - State Program Administrator Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
An Associate's degree as specified may be substituted for six (6) months of experience as described.
Added 52 mins ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
PICTON Investments is presently seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a…
Added 1 hour ago
WC
(CAN) Staff Pharmacist
Walmart Canada
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Position Summary...The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received…
Added 2 hours ago
WC
On Site Solutions Associate
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AB · Edmonton, AB
- Full-time
Maintains itinerary/site visit log, tracks visits/services, and identifies patterns. Reviews with manager weekly to discuss metrics and deliverables.
Added 2 hours ago
DD
DSW: Sales Associate
DSW Designer Shoe Warehouse
AB · Edmonton, AB
- Part-time
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 2 hours ago
OG
Olive Garden, Waterloo - Service Manager
Olive Garden Canada
Waterloo, ON
- Full-time
Our Service Managers report to the General Manager and are accountable for taking initiative, being people-focused, and results-oriented. They are responsible for leading their teams in a…
Added 2 hours ago
DD
The Shoe Co. - Sales Associate
DSW Designer Shoe Warehouse
Calgary, AB
- Part-time
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 2 hours ago
SD
Assistant Front Store Manager, Hourly Union Full Time Flexible Shifts
Shoppers Drug Mart
Sydney, NS
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 2 hours ago
TU
Development Coordinator, Corporate & Foundation Relations
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
Reports to: One of: Advancement Officer, Associate Director, Manager, Director, Senior Director/Assistant Dean, or Executive Director of Development.
Added 2 hours ago
WC
On Site Solutions Associate
White Cap Canada
AB · Edmonton, AB
- Full-time
Maintains itinerary/site visit log, tracks visits/services, and identifies patterns. Reviews with manager weekly to discuss metrics and deliverables.
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 2 hours ago
T
Customer Experience Associate
TD
Elora, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 3 hours ago
Insurance Associate
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Vancouver, BC
We have an opportunity for an Insurance Associate to join our award-winning firm in the Vancouver office.
Added 3 hours ago
SP
Customer Success Manager - Core Clouds
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Toronto, ON
- Full-time
The Customer Success Manager (CSM) is a versatile expert responsible for ensuring high-value customers who purchase the Signature Success Plan achieve a significant return on their…
Added 3 hours ago
C
Security Associate
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ON · Ontario, Canada
- Full-time
…you'll be at the gate - the literal face of Carvana to every associate, vendor, and visitor walking through it. Other days, you'll be out on the lot scanning vehicles, knocking out safety…
Added 3 hours ago
Buyer
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
Reporting to the Ladies & Handbags Buying Manager, the Associate Buyer plays a key supporting role in the development and execution of the seasonal buying strategy across Ladies Footwear…
Added 3 hours ago
T
Data Analytics Associate, CIB Business Management
TD
Toronto, ON
- Full-time
Business storytelling and relationship building are central to the role. The Associate will turn complex findings into concise, executive-ready narratives, present insights directly to…
Added 3 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
North Vancouver, BC
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 3 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Milton, ON
- Part-time
Added 3 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Thunder Bay, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 4 hours ago
TH
Contractor Sales Part Time - WOODTOCK
The Home Depot Canada
Woodstock, ON
- Part-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 4 hours ago
TH
Pro Account Sales Associate Part Time (CARLETON PLACE)
The Home Depot Canada
Carleton Place, ON
- Part-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 4 hours ago
TS
Store Associate
The Salvation Army in Canada
Milton, ON
- Part-time

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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