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Added 11 mins ago
TS
Payoll and Benefits Specialist
The Staffing Alternative
Vaughan, ON
- Full-time
The Payroll & Benefits Specialist works in partnership with the Human Resources team and department managers to deliver
Added 11 mins ago
AW
Senior DevSecOps Engineer
Aviso Wealth
Remote, Canada
- $120,000 to $135,000 CAD / year
- Full-time
- Remote
…management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values…
Added 11 mins ago
PC
Manager Retail Technology Projects
Parkland Corporation
Calgary, AB · Mississauga, ON
- Full-time
Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 32 countries and territories in North America, the Greater Caribbean, and…
Added 11 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 11 mins ago
Nurse 4 - Public Health Nurse - Public Health Downtown - Designated Indigenous - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Manager, Health Services, PHNs respectfully work in and with diversity including sexual and gender minorities, and across all ethnicities and all cultural,…
Added 11 mins ago
Nurse 4 - Public Health Nurse - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Manager, Health Services, PHNs respectfully work in and with diversity including sexual and gender minorities, and across all ethnicities and all cultural,…
Added 11 mins ago
Nursing Assistant (Unit Clerk Assistant) - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Working as part of a multidisciplinary team under the supervision of the Manager, Health Services, or Nurse in Charge, the incumbent:
Added 11 mins ago
Registered Nurse (N2) - Obstetrics, Gynecology and Neonatology Resource Team
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital, the Registered…
Added 11 mins ago
Hospital Based Case Coordinator (N3)-Repost
Winnipeg Regional Health Authority
Winnipeg, MB
…in a community setting. Under the general supervision of the Manager Health Services and while demonstrating a commitment to the mission, vision and values of the WRHA, the Hospital Based…
Added 12 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 26 mins ago
PH
Registered Nurse Mental Health Program Enhanced Orientation Initiative
Providence Healthcare
Vancouver, BC
- Full-time
…in practising in acute mental health nursing. Developed in partnership with Douglas College, the Mental Health Program Enhanced Orientation Initiative compromises approximately 14 weeks of…
Added 26 mins ago
T&
Senior Cost Manager
Turner & Townsend
Toronto, ON
- Full-time
…delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity…
Added 27 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 thrive in a fast-paced environment and enjoy working in partnership with a diverse team of people to deliver the best possible service to our…
Added 27 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…
Added 41 mins ago
W
(CAN) Staff Pharmacist
Walmart
Sydney, NS
- Full-time
…is open and operational during the posted business hours. In partnership with their Pharmacy Manager, they must assist in executing the business action plan to achieve corporate business…
Added 41 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
…recognized in Fortune Magazine's Top 25 World's Best Workplaces in partnership with Great Place to Work®, TP empowers enterprise technology partners to scale strategic go-to-market and…
Added 41 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
…recognized in Fortune Magazine's Top 25 World's Best Workplaces in partnership with Great Place to Work®, TP empowers enterprise technology partners to scale strategic go-to-market and…
Added 41 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
…recognized in Fortune Magazine's Top 25 World's Best Workplaces in partnership with Great Place to Work®, TP empowers enterprise technology partners to scale strategic go-to-market and…
Added 41 mins ago
M(
Manager, Scotia Club (14-month contract)
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Full-time
At Maple Leaf Sports & Entertainment Partnership (MLSE), we exist to deliver the ultimate fan experience by lifting trophies, spirits, and communities – united as one.
Added 41 mins ago
P
Manager Software Engineering
PointClickCare
Mississauga, ON
- $152,000 to $174,000 CAD / year
- Full-time
As a Manager of Software Engineering reporting to the Sr Manager of Engineering, you'll lead multiple Agile teams to deliver high-quality software solutions. You'll own the technical…
Added 41 mins ago
A
DevSecOps Engineer
Aviso
Vancouver, BC
- $120,000 to $130,000 CAD / year
- Full-time
…management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values…
Added 41 mins ago
ML
Manager, Talent Acquisition
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
As the Manager, Talent Acquisition, you will lead a team of Recruiters supporting Maple Leaf Foods across Manufacturing, Commercial, and Corporate functions. Reporting to the Director,…
Added 42 mins ago
PS
Business Development Representative for a VC Firm - (US & Europe Markets)
Purple Sales
Toronto, ON
- Full-time
…the first contact until setting up a meeting for our client's partnership…
Added 42 mins ago
ML
Sr. Manager, HR - Commercial
Maple Leaf Foods Inc
Mississauga, ON
- $122,000 to $172,000 CAD / year
- Part-time
The Sr. Manager, HR – Commercial plays a key role in delivering Maple Leaf Foods’ People Strategy by partnering with our Commercial teams in the US and within our head office located in…
Added 42 mins ago
ML
Manager, HR Services
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
…automation, and other enabling technologies, including employee and manager…

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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