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Added 10 mins ago
FR
Part-Time Building Operator
FirstService Residential Canada
Calgary, AB
- Part-time
Ensure resident satisfaction by delivering a prompt, courteous service completing all work in a professional manner while ensuring a positive “resident service” experience to all residents.
Added 10 mins ago
AF
Client Service Representative - Calgary Chinook Centre (Part Time, 21.75 hrs/wk)
ATB Financial
Calgary, AB
- Part-time
Proven customer service and/or sales experience.
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Sales & Partnerships Representative
NEST - National Esports
Toronto, ON
- Full-time
Present NMG’s services clearly, connecting our advertising capabilities and relevant client experience to the prospect’s needs.
Added 10 mins ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 10 mins ago
W
Representative - Inside Sales/Représentant(e) – Ventes internes
Wesco
Quebec, QC
- Full-time
As a Representative - Inside Sales, you will interact with existing customers, to increase sales of the Company's products and/or services. You will obtain, create, and up-sell orders,…
Added 10 mins ago
BB
Associé(e) aux ventes - Mobile (Temps partiel) / Mobile Sales Associate (Part Time)
Best Buy Canada
Montreal, QC
- Part-time
Grow your career in similar roles (customer service representative, merchandiser, online order pick-up specialist) or development roles (team lead, assistant store leader, store leader).
Added 10 mins ago
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Associé(e) aux ventes - Mobile (Saisonnier(ère)) / Mobile Sales Associate (Seasonal)
Best Buy Canada
Montreal, QC
- Part-time
Grow your career in similar roles (customer service representative, merchandiser, online order pick-up specialist) or development roles (team lead, assistant store leader, store leader).
Added 10 mins ago
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Seasonal Retail Associate
Best Buy Canada
Regina, SK
- Part-time
Customer Service Representative: Process purchases at our checkout and help customers leave excited about what’s in the box!
Added 25 mins ago
SA
Customer Care Representative - 3-Month Contract | 9:00 AM-5:00 PM
Sonova AG
Maple Ridge, BC
- $22 to $23 CAD / hour
Connect Hearing, part of the Sonova Group, is seeking a friendly, organized, and customer-focused Customer Care Representative to support daily operations at one of our hearing healthcare…
Added 25 mins ago
AW
Customer Service Representative (CSR)
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- Full-time
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Added 25 mins ago
CH
Scheduling Coordinator – Edmonton (Full-Time)
CBI Home Health
Edmonton, AB
- Full-time
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Added 25 mins ago
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Scheduling Coordinator – Hamilton (Full-Time)
CBI Home Health
Hamilton, ON
- Full-time
The Care Access Representative plays a vital role in delivering a seamless and positive experience for clients, families, and care providers by managing the scheduling of direct care staff…
Added 25 mins ago
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Clinical Sales Representative - Future Opportunity
Intuitive
Edmonton, AB
- Full-time
…greatly improve patient benefits. The focus of the Clinical Sales Representative (CSR) is to clinically sell to maximize the da Vinci® Surgical System’s utilization in the Seattle…
Added 40 mins ago
SW
ScotiaMcLeod Investment Associate - Toronto
Scotia Wealth Management
Toronto, ON
- Full-time
Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
Added 40 mins ago
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Added 40 mins ago
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Customer Service Representative - CONTRACT 6 months
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Ottawa, ON
- Full-time
Experience working at a customer service desk/counter
Added 40 mins ago
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Project Coordinator
Ambient
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- Full-time
Johnson Barrow is a leading HVAC manufacturers’ representative in the Pacific Northwest, dedicated to helping people succeed by delivering unbiased consultative services and premium quality…
Added 40 mins ago
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Drafting Technologist
Pratt & Whitney
Mississauga, ON
- Full-time
The salary range for this role is 65,000 CAD - 107,800 CAD . The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when…
Added 40 mins ago
RS
Commercial Driver
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Woodstock, ON
- Full-time
Loading/Unloading freight or assisting in the loading/unloading of freight if required by customer
Added 40 mins ago
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Program Assistant (Temporary), School of Health & Life Sciences
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
…our commitment to excellence and innovation. Your skills and experience can shape the future of education and make a real impact in our…
Added 40 mins ago
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Insurance Account Representative
Billyard Insurance Group Inc.
Mississauga, ON
- Full-time
…provide our clients with over 30 years of combined insurance experience. Each of us has worked at big insurance corporations prior to opening this Billyard Insurance Group Mississauga West…
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Material Handler Night Shift Wednesday - Saturday
Ryder System, Inc.
Winnipeg, MB
- Full-time
One (1) year or more related warehouse and/or powered industrial truck experience preferred
Added 40 mins ago
WP
Customer Service Representative
Westlake Pipe & Fittings
Woodbridge, ON
- Full-time
Coordinates returned goods from customer with Sales Representative / manager’s approval. Completes all product returns or invoice adjustments in a timely manner ensuring accurate reason…
Added 40 mins ago
CH
Scheduling Coordinator – Hamilton (Full-Time)
CBI Home Health
Hamilton, ON
- Full-time
The Care Access Representative plays a vital role in delivering a seamless and positive experience for clients, families, and care providers by managing the scheduling of direct care staff…
Added 40 mins ago
MM
Customer Service Representative
Malach Metal & Machining
Brossard, QC
- Full-time
The Customer Service Representative plays an important role in creating a positive and reliable experience for Malach customers. This role acts as a key point of contact for 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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