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Added 20 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Oshawa, ON
- Part-time
RCSS 481 Gibb St, Oshawa, ON L1J 1Z4 is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming atmosphere, providing…
Added 20 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Coquitlam, BC
- Part-time
We are seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming atmosphere, providing exceptional service, and…
Added 20 mins ago
CC
Route Service Representative
Cintas Canada
Sudbury, ON
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 20 mins ago
C
Customer Service Rep (Travel Enthusiast) On-Site
Concentrix
NS · Glace Bay, NS
- Full-time
Join a world-class team in Cape Breton, NS, as a Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 20 mins ago
BH
Property Representative 2 (Interconnections and Site C)
BC Hydro
Vancouver, BC
- $104,800 to $112,800 CAD / year
- Full-time
Five (5) years experience in the Property Representative 1 job or in progressively more responsible real estate related positions with equivalent experience gained in the real estate…
Added 20 mins ago
DC
Technical Specialist, Real Property Management
Defence Construction Canada
Ottawa, ON
- Full-time
Support and/or lead business development activities
Added 20 mins ago
Project Engineer
Shell
Scotford, AB
Gain access to a wide range of training and development programs
Added 21 mins ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Ottawa, ON
- Full-time
…decision making within Client-Partner organizations through the development of business case analysis, functional space programming and other…
Added 21 mins ago
DC
Technical Specialist, Real Property Management
Defence Construction Canada
Ottawa, ON
- Full-time
Support and/or lead business development activities
Added 21 mins ago
AP
Tech Lead
Accommodations Plus International
Markham, ON
- $130,000 to $140,000 CAD / year
- Full-time
If you’re looking to grow your career in a company that values steady progress, real impact, and long-term development, we’d like to meet you!
Added 21 mins ago
CL
Human Resources - HR Business Partner
Cosmetica Laboratories Inc
Toronto, ON · Scarborough, ON
- Full-time
The Human Resources Business Partner (HRBP) supports assigned business functions by translating operational priorities into practical people solutions. The role partners with management,…
Added 21 mins ago
GE
Outside Sales Representative
Greywolf Equipment
Delta, BC
- Full-time
The Outside Sales Representative is responsible for driving business growth for Greywolf Equipment through proactive prospecting, developing new customer relationships, and expanding…
Added 21 mins ago
Y
B2B Outbound SDR - Sales Development Representative
YuJa
Toronto, ON · North York, ON
- $60,000 to $70,000 CAD / year
- Full-time
This is an expansion role designed to support the continued growth and scaling of our Sales Development team. Our Sales Development team members are at the forefront of our growth,…
Added 35 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
London, ON
- Part-time
RCSS 1205 Oxford St W, London, ON N6H 1V9 is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming atmosphere,…
Added 35 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Sudbury, ON
- Part-time
RCSS 1485 Lasalle Blvd, Greater Sudbury, ON P3A 5H7 is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming…
Added 35 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Chatham-Kent, ON
- Part-time
RCSS 791 St Clair St, Chatham, ON N7M 5J7 is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming atmosphere,…
Added 35 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Mississauga, ON
- Part-time
RCSS 3050 Argentia Rd, Mississauga, ON L5N 8P7 is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming atmosphere,…
Added 35 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Oshawa, ON
- Part-time
RCSS 1385 Harmony Rd N, Oshawa, ON L1K 0Z6 is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming atmosphere,…
Added 35 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Milton, ON
- Part-time
RCSS 820 Main St E, Milton, ON L9T 0J4 is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming atmosphere,…
Added 35 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Toronto, ON
- Part-time
RCSS 51 Gerry Fitzgerald Dr, North York, ON M3J 3N4 is seeking a Customer Support representative reporting to the Asset Protection team. Are you passionate about creating a welcoming…
Added 35 mins ago
D
Market Development Manager
Desjardins
Boucherville, QC · Gatineau, QC · Montreal, QC · Sainte-Thérèse, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of…
Added 50 mins ago
Outside Sales Representative
Axiom Builders
Delta, BC
The Outside Sales Representative is responsible for driving business growth for Greywolf Equipment through proactive prospecting, developing new customer relationships, and expanding…
Added 50 mins ago
Foodservice Sales Representative - Redux
West Coast Reduction Ltd.
Vancouver, BC
Operating out of our Vancouver division, the Foodservice Sales Representative (Redux) is responsible for building relationships with restaurants, commercial kitchens, foodservice operators,…
Added 50 mins ago
BV
Media Sales Representative
Best Version Media
Brantford, ON
- Full-time
…together across Canada and the USA - one person, one home, one business at a time. Today, more than 1,300 local magazines and a full suite of digital marketing solutions help tens of…
Added 50 mins ago
C
Customer Service / Tech Support Rep (On-Site)
Concentrix
Belleville, ON
- Full-time
Join a world-class team in Belleville, ON, as a Customer Service / Tech Support Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer…

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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