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Added 11 mins ago
EF
Financial Advisor (Sardis Branch)
Envision Financial
Chilliwack, BC
- $52,400 to $65,600 USD / year
- Full-time
We are currently seeking a Financial Advisor to join our team.
Added 27 mins ago
S
Channel Executive
Sage
Toronto, ON
- Full-time
…assigned Sage partners, helping them build pipeline, close business, and expand their Sage practice across Sage Intacct, Sage 300, Sage X3, and other Sage…
Added 56 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Ensure the integrity, consistency, and accuracy of financial reporting across all legal entities and business units.
Added 56 mins ago
EF
Member Advisor (North Delta Branch)
Envision Financial
Delta, BC
- $46,900 to $50,200 USD / year
- Full-time
We are currently seeking a Member Advisor to join our team.
Added 1 hour ago
TO
Manager, HIS & Clinical Solutions
The Ottawa Hospital
Ottawa, ON
- Full-time
The Manager serves as a key advisor to the Director, Atlas Alliance Fusion Operations and Informatics to manage and ensure the successful deployment, implementation, and maintenance of the…
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
PH
Medical Imaging Nurse/Registered Nurse (RN), MI ACU - BC Children’s Hospital
Provincial Health Services Authority
Vancouver, BC
- Temporary
Added 4 hours ago
OT
Consultant
Open Text Corporation
Richmond Hill, ON
- Other
…trading partners successfully connect, communicate, and exchange business-critical information across secure managed services platforms. By leading connectivity implementations, migrations,…
Added 4 hours ago
D(
HR Advisor – Fixed-Term Until July 2028
DWF (Canada)
Toronto, ON
- Full-time
DWF Group is a global provider of integrated legal and business services. As part of the DWF Group, our Canadian legal team is driven by innovation, collaboration, and a shared commitment…
Added 4 hours ago
M
Cloud and AI Partner Solution Specialist
Microsoft
Goodwood, ON
- Full-time
…achieve quarterly CSA (Clous Solution Area) FRA across the SMB Business. You will lead your partners' commercial performance and drive sustainable sales impact to customers. A key…
Added 4 hours ago
U
Principal Sales Performance Coach
UKG
Remote, Canada
- Full-time
- Remote
As a Principal Sales Performance Coach at UKG, you will serve as a trusted advisor and strategic partner to sales leaders, managers, and sellers, helping elevate sales execution and improve…
Added 4 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 4 hours ago
PC
Resourcing and Deployment Manager, Deals
PwC Canada
Toronto, ON
- Full-time
…alignment with firm’s strategic priorities, achievement of business metrics, and resolving unassigned clients and reallocations for new CSS…
Added 4 hours ago
RO
Advisor, Water and Wastewater Strategic Infrastructure Planning
Region of Peel
Brampton, ON
- Contract
The Advisor supports the Water and Wastewater Asset Management team in strategic infrastructure planning and integrated asset management. This role provides expert advice and leadership in…
Added 4 hours ago
MD
Chief of Operations - Core Operations Director
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…leadership for the agency’s internal operations and serve as a key advisor to the Commissioner and Deputy Commissioners. This role guides and supports critical functions such as fiscal…
Added 4 hours ago
Financial Advisor - Yonge & 16th (37.5 hours/week)
Scotiabank
Richmond Hill, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 5 hours ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Demonstrate a keen focus on prospecting and growing the advisor base, position PICTON’s strategies using a consultative sales approach and close new business.
Added 5 hours ago
JH
Director, Total Rewards
JUST HR
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…leader plays a key role in aligning HR strategies with broader business priorities in a global, matrixed…
Added 5 hours ago
FT
Employee Relations Specialist
Fountain Tire
Edmonton, AB
- Other
…Edmonton Corporate Head Office. This role is a key partner to our business, supporting leaders across Canada in fostering a positive, compliant, and high-performing…
Added 5 hours ago
NB
Financial Advisor
National Bank of Canada
Saint-Bruno, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 5 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 5 hours ago
BM
Human Resources Advisor - Year-Round - Full-Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
The Human Resources Advisor exemplifies our culture of creating revolutionary guest experiences and contributes positively toward uniting the team around purpose and fun. The purpose of…
Added 5 hours ago
IP
Licensed Senior Administrative Assistant
iA Private Wealth
White Rock, BC
- Full-time
…BC, is a close-knit team serving individuals, families and business owners. That means real responsibility, direct access to the advisor, and room to shape how the office…
Added 5 hours ago
TH
HR Generalist - Hybrid (6-Month Contract)
The Headhunters Recruitment
AB · Edmonton, AB
- Full-time
5+ years of progressive experience in a Human Resources Generalist, HR Advisor, or similar HR role.

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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