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Added 27 mins ago
MD
Artificial Intelligence (AI) Support Developer - Information Technology Spec 3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…of experience; a bachelor’s degree for one (1) year; and an associate’s degree for six (6)…
Added 27 mins ago
MD
IT Advanced Project Manager - ITS4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…of experience; a bachelor’s degree for one (1) year; and an associate’s degree for six (6)…
Added 42 mins ago
KS
Temporary Sales Associate
kate spade new york
Toronto, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 42 mins ago
EI
Technical Lead, Sustaining (CDU)
Ecolab Inc.
Calgary, AB
- Full-time
Successful candidates will be required to undergo pre-hire background checks as a condition of employment.
Added 58 mins ago
HB
Sales Associate - BOSS Cross Iron Mills
HUGO BOSS
Rocky View No 44, AB · Rocky View County, AB
- Full-time
…person’s authenticity and individuality. We are committed to equal employment opportunity. And we believe our equitable work environment helps unleash your full potential and inspires you…
Added 58 mins ago
HB
Part Time Seasonal Associate - BOSS Cross Iron Mills
HUGO BOSS
Rocky View No 44, AB · Rocky View County, AB
- Part-time
…person’s authenticity and individuality. We are committed to equal employment opportunity. And we believe our equitable work environment helps unleash your full potential and inspires you…
Added 1 hour ago
PV
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Toronto, ON · East York, ON
- Part-time
The Sales Associate creates exceptional value in the lives of patients by delivering outstanding eye care right in your neighborhood. Join our team and hone your selling and consultative…
Added 1 hour ago
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- Full-time
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- Temporary
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Added 1 hour ago
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Senior Associate, Nexus, Client Delivery
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Halifax, NS
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Added 1 hour ago
AC
Accounts Payable Coordinator
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AB · Edmonton, Alberta
- $20 to $23 CAD / hour
- Contract
Associate's degree or post-secondary education in Accounting, Finance, Business, or a related field.
Added 1 hour ago
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Assistant Professor, Inclusive Education
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Athabasca, AB
- $82,549 to $112,525 USD / year
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Added 1 hour ago
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Temporary Fashion Associate - Reitmans
RCL - Reitmans Canada Ltd/Ltée
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- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 1 hour ago
R|
Research Associate
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…motivated person to fill the position of full-time Research Associate. The team specializes in genetic white matter diseases, leukodystrophies, and related disorders. Under the direction of…
Added 1 hour ago
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Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
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Montreal, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 1 hour ago
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Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
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- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 1 hour ago
Maintenance Technician Associate
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Added 2 hours ago
CG
Manager of Housekeeping and Laundry
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Toronto, ON · Scarborough, ON
- Full-time
…Functions of the department. Personnel Management includes new associate interviews, selection, hiring, evaluation and on occasion termination in accordance with Compass Standards, Client…
Added 2 hours ago
K
Seasonal Sales Associate (Square One)
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Mississauga, ON
- $19.7 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 2 hours ago
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Seasonal Sales Associate (Rideau)
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Ottawa, ON
- $19 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 2 hours ago
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Seasonal Sales Associate (West Edmonton Mall)
Knix
AB · Edmonton, AB
- $19.7 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 2 hours ago
Store Associate
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Must be legally authorized to work in the country of employment
Added 2 hours ago
EI
Warehouse Associate
Ecolab Inc.
Calgary, AB
- Full-time
The Warehouse Inventory Associate is responsible for performing warehouse operations tasks involving the staging, storing, picking, distributing, receiving, and shipping of materials.
Added 2 hours ago
EI
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Ecolab Inc.
Calgary, AB
- Full-time
Added 2 hours ago
TU
Undergraduate Admissions Coordinator
The University of British Columbia
Vancouver, BC
- $5,027 to $5,413 CAD / month
- Full-time
…learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings rich diversity to UBC as a workplace, and creates the…

Harbourfront Wealth Management

Client Services Associate

Toronto, ON, Canada

$60,000 to $80,000 CAD / year · Contract

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Applications open in a new tab.

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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