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Added 5 mins ago
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F&I Manager - Capital Chrysler Dodge Jeep Ram
AutoCanada
AB · Edmonton, AB
- $150,000 to $200,000 CAD / year
- Other
The Automotive Finance Manager is responsible for overseeing the finance and insurance (F&I) department, managing vehicle sales financing, insurance products, and ensuring compliance with…
Added 5 mins ago
IC
HR & Admin Generalist - POPJOY Retail
IGG.com Canada
Vancouver, BC
- Full-time
Process payroll accurately and on schedule, maintain payroll records, and prepare payroll reports and other routine financial and operational reports for the Canadian retail business.
Added 20 mins ago
GL
Store Manager
goeasy Ltd.
Corner Brook, NL
- Full-time
…improve their quality of life, and take steps toward stronger financial standing. If you’re passionate about making a difference, join us and be part of a team that empowers people to…
Added 20 mins ago
NI
Child Care Manager
North Island Métis
Campbell River, BC
- Full-time
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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
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The Treasury Analyst reports to the Manager, Treasury and plays a key role in the various aspects of Treasury including cash management activities, bank account management, month end…
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University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $5,027 to $5,413 CAD / month
- Full-time
The position reports to the Manager, Student Services and receives functional direction and operational supervision from the Associate Director, Undergraduate Program. Works in coordination…
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Data Analytics Associate, CIB Business Management
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- Full-time
TD Securities Corporate & Investment Banking provides financial advisory, capital-raising, liquidity, transaction banking, and risk-management solutions to corporate and institutional…
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Personal Banker
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Manager, ESG Internal Controls Assessment
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
…developing the internal control program for ESG disclosure. As Manager, ESG Internal Controls Assessment, you help establish and develop the ESG internal control framework together with…
Added 20 mins ago
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Manager
Desjardins
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- Full-time
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VP Sales Lead
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…specialists, credit partners, and senior leaders to deliver customized financial solutions that help businesses grow and…
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VP Sales Lead
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Toronto, ON · FCP
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VP Sales Lead
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Added 21 mins ago
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Added 21 mins ago
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Manager, Program Management 1
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The Program Management Office (PMO) Manager supports engineering leadership by delivering transparent, accurate, and timely reporting on capital portfolio performance across North America.
Added 21 mins ago
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Administrative Assistant, HMMS
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Added 21 mins ago
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Senior Manager, Small Business Services
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Send the mortgage advance sheet to the accounting department
Added 35 mins ago
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Project Controls Manager
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Responsible for financial updates as part of the quarterly Internal Project Review (IPR) process.
Added 35 mins ago
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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
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Manager, Wholesale Financial Control
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Toronto, ON
- Full-time
As a Manager, Wholesale Financial Control, you will be part of the Global Markets Finance team, covering RBC's Central Funding Group. This role creates a collaborative environment with…
Added 50 mins ago
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Branch Manager, Bayview & Wellington Branch
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- Full-time
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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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