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Added 6 mins ago
CS
Building Manger
Cleantech Service Group
Vancouver, BC
- $24 to $25 CAD / hour
- Full-time
We are currently seeking a Building Manager for a high-rise residential building with 233 units located in Vancouver. This is a full-time position where the Building Manager will serve as…
Added 6 mins ago
EP
Digital Marketing Lead
Earthscape Play
Remote, Canada
- $90,000 to $100,000 CAD / year
- Full-time
- Remote
…function and bring our story to life across our digital and customer touchpoints. Reporting to our Director, Marketing, and working closely with sales and cross-functional teams, you will…
Added 6 mins ago
TS
Payoll and Benefits Specialist
The Staffing Alternative
Vaughan, ON
- Full-time
● Strong customer service orientation and the ability to respond effectively to employee inquiries.
Added 6 mins ago
SH
Warehouse Supervisor (Night Shift)
Silver Hills Bakery
Abbotsford, BC
- $85,000 to $105,000 CAD / year
- Full-time
Position: Warehouse Supervisor (Night) Reports to: Operation Excellence Manager
Added 6 mins ago
SP
Paid Media Specialist
StellarMettle Placements
Canada
- Part-time
Meta Events Manager, pixel implementation, and Conversions API.
Added 6 mins ago
MT
Account Manager - Truck, Trailer & Lease Sales NEW!!!
Maxim Truck and Trailer
Brandon, MB
- Full-time
…Managers are in the driver’s seat when it comes to building customer relationships. As one of the first people our customers meet to discuss their whole goods needs, you’ll bring a…
Added 6 mins ago
SH
Warehouse Supervisor (Night Shift)
Silver Hills
Abbotsford, BC
- $85,000 to $105,000 CAD / year
- Full-time
Position: Warehouse Supervisor (Night) Reports to: Operation Excellence Manager
Added 6 mins ago
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Sales Account Manager
GMA
Montreal, QC
- Full-time
…provides knowledgeable local representation and personalized service to help customers identify and implement the right technical solutions. Team members benefit from working in a…
Added 6 mins ago
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ACCOUNT MANAGER - CONTRACT
GreenShield
Toronto, ON
- $74,269 to $92,837 CAD / year
- Contract
…assigned portfolio of group benefits accounts. The Account Manager serves as a trusted partner and advocate for GreenShield, ensuring exceptional service delivery and high levels of client…
Added 21 mins ago
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Full-Time Licensed Optician: Dufferin Mall, ON
Specsavers
Toronto, ON
- Full-time
Support contact lens recommendations and promotions as directed by the Contact Lens Practitioner or Store Manager.
Added 21 mins ago
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Marketing Administrator
Napoleon
Barrie, ON
- Full-time
Assists the Online Store Manager, by providing superior customer service, collecting data and reporting back
Added 21 mins ago
HP
Maintenance Associate
Hazelview Properties
Halifax, NS
- Full-time
Maintenance Associates report to the Regional Manager or Property Manager and contribute to the successful operations of our apartment complexes and to the overall success of Hazelview…
Added 21 mins ago
CS
Ticketing Operations Specialist
Calgary Stampeder Football Club
Calgary, AB
- Full-time
…integration and marketing communications. The position also provides customer support, resolves ticketing issues, and liaises with internal teams and vendors. Flexibility to work evenings…
Added 21 mins ago
Senior Manager, Pharmacy Operations
Bayshore
Markham, ON
· Oversee the delivery of pharmacy services to patients and clients, ensuring high quality clinical support, effective communication, and strong client relationship management to enhance…
Added 21 mins ago
Program Coordinator
Bayshore
Mississauga, ON
Provide other ongoing administrative help and support to Program Manager as needed
Added 21 mins ago
AP
Freight Coordinator
AMZ Prep
Remote, Canada
- Full-time
- Remote
We’re looking for a Freight Account Manager to manage and grow an assigned book of freight customers. This role goes beyond coordinating loads - you’ll take ownership of customer…
Added 21 mins ago
FL
Assistant Manager
Foot Locker
Oshawa, ON
- Full-time
Leverage retail technology and digital tools to enhance the customer experience, enable associates on the sales floor, and support efficient store operations.
Added 21 mins ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
BC · British Columbia, Canada
- Full-time
Commitment to providing exceptional customer service
Added 21 mins ago
SR
Corporate Account Manager - SRS
s.t.o.p Restaurant Supply
Kitchener, ON
- $52,000 to $55,000 CAD / year
- Full-time
You are an energetic and highly organized service professional with a passion for providing service excellence. You excel at customer service and can be counted on to support everyone…
Added 21 mins ago
K
Seasonal Sales Associate (Polo Park)
Knix
Winnipeg, MB
- $17.9 CAD / hour
- Temporary
Stay knowledgeable on our growing product assortment and current promotions to confidently support customer decisions.
Added 21 mins ago
TG
Sales Account Manager
Tri-Mach Group (TMG)
Elmira, ON
- $65,000 to $72,000 CAD / year
- Full-time
Provide superior customer service, including regular and timely customer follow-ups, quotations and completed work
Added 21 mins ago
T
Accounting Assistant – Peru (Focus on Mass Payments)
TeemoPay
Milton, ON
- Part-time
Collaborate with internal departments such as operations and customer service to ensure smooth payment execution.
Added 21 mins ago
TP
Receptionist, NWC
Trimark People Solutions
Alert Bay, BC
- Full-time
…agencies at NWC. The position provides respectful front-desk service, administrative coordination, appointment and communication support, and accurate handling of confidential information.…
Added 21 mins ago
ML
Material Supply and Planning Manager
Maple Leaf Foods Inc
Winnipeg, MB
- Full-time
Reporting to the Site Leader, this role translates business and customer requirements into realistic, executable production plans. The manager connects demand, plant capacity, product mix,…
Added 21 mins ago
CS
Manager, Partnership Sales - Calgary Stampeders
Calgary Sports and Entertainment Corporation
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Role Description The Manager, Partnership Sales – Calgary Stampeders is a full-time, on-site role based in the Greater Calgary Metropolitan Area, focused on driving sponsorship and…

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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