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Added 9 mins ago
TU
Development Coordinator, Corporate & Foundation Relations
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
The Corporate and Foundation Relations (CFR) team within UBC’s Development and Alumni Engagement portfolio is looking for a Development Coordinator to join our collaborative and…
Added 9 mins ago
AF
Associate, Multi-Unit Financing
ATB Financial
AB · Edmonton, AB
- Part-time
Ready to help shape Alberta’s multi-family landscape? As an Associate, Multi-Unit Financing, you will be an integral member of the ATB Commercial Real Estate team, directly supporting…
Added 39 mins ago
AI
Equity Research Associate (Toronto or Boston)
AGF Investments
Toronto, ON
- $85,000 to $120,000 CAD / year
- Full-time
The Equity Research Associate supports analysts and portfolio managers through fundamental company and industry research, financial modelling and valuation analysis. The Associate…
Added 39 mins ago
Insurance Associate
Odlum Brown
Vancouver, BC
We have an opportunity for an Insurance Associate to join our award-winning firm in the Vancouver office.
Added 1 hour ago
Buyer
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
…of fashion footwear, handbags, and accessories. Our diverse portfolio includes household brands such as ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. In addition to our head…
Added 1 hour ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
…Financial Analysis, Financial Services, and Investment Fund Management to students. Students completing the Financial Analysis or Investment Fund Management concentration are well prepared…
Added 1 hour ago
RD
Investment Associate - Trading & Administration
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- Full-time
…efficient and collaborative individual to join our leading wealth management firm as an Investment…
Added 1 hour ago
SALES LEAD/KEY HOLDER - CALL IT SPRING - ORCHARD PARK
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…of fashion-forward footwear, handbags, and accessories. Our portfolio features well-known brands including ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. Grounded in our values of…
Added 1 hour ago
W
Investment Associate
Winchesters
Toronto, ON
- $105,000 to $125,000 CAD / year
- Full-time
They are seeking an Associate to join their Investments team, supporting acquisitions, financial modelling, investment analysis, investor reporting, and portfolio management. The role…
Added 2 hours ago
W
Warehouse Associate
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Colborne, ON
- Full-time
…business-to-business distribution, logistics services and supply chain management solutions. With our best-in-class product and services portfolio and our massive scale, there are endless…
Added 2 hours ago
AW
Senior DevSecOps Engineer
Aviso Wealth
Remote, Canada
- $120,000 to $135,000 CAD / year
- Full-time
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 hours ago
HP
Maintenance Associate
Hazelview Properties
Halifax, NS
- Full-time
Our portfolio includes both purpose-built rental communities and revitalized vintage buildings, each designed to meet the needs of today’s renters with modern amenities, sustainable…
Added 2 hours ago
LC
Associate Merchant - Soft Goods & Home Decor (HEHB)
Loblaw Companies Limited
Brampton, ON
- Full-time
As an Associate Buyer, you’ll join Loblaw’s Business Enablement & Enterprise Procurement (BEEP) Team, a group of world-class procurement professions accountable for purchasing goods on…
Added 2 hours ago
KS
Retail Contingent
kate spade new york
Ottawa, ON
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 2 hours ago
A
DevSecOps Engineer
Aviso
Vancouver, BC
- $120,000 to $130,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 hours ago
ML
Associate General Counsel
Maple Leaf Foods Inc
Mississauga, ON
- Full-time
Commercial Process and Legal Operations Leadership: Own contracting intake, triage, approval routing, knowledge management and Icertis from a legal standpoint. Introduce practical AI and…
Added 3 hours ago
C
Agency Associate
CIBC
Toronto, ON
- Full-time
As the Agency Associate you will be accountable for providing specialized agency services as an independent intermediary between borrowers and lenders participating in syndicated credit…
Added 3 hours ago
AM
Equity Research Associate (Toronto or Boston)
AGF Management
Toronto, ON
- $85,000 to $120,000 CAD / year
- Full-time
The Equity Research Associate supports analysts and portfolio managers through fundamental company and industry research, financial modelling and valuation analysis. The Associate…
Added 3 hours ago
HW
Client Services Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Contract
Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across…
Added 3 hours ago
5A
Registered Architect (or Experienced Architectural Intern)
5468796 Architecture Inc.
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Solid organizational and project management skills
Added 3 hours ago
RB
Associate Director – Commodity Local Market Risk
Royal Bank of Canada
Toronto, ON
- Full-time
The Associate Director – Commodity Local Market Risk, Group Risk Management, will play a pivotal role in establishing and maintaining a top-tier risk oversight framework. Key…
Added 3 hours ago
RB
Investment Associate - Trading & Administration
Royal Bank of Canada
Oakville, ON
- Full-time
…efficient and collaborative individual to join our leading wealth management firm as an Investment…
Added 3 hours ago
R
Investment Associate - Trading & Administration
RBC
Oakville, ON
- Full-time
…efficient and collaborative individual to join our leading wealth management firm as an Investment…
Added 4 hours ago
B
Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
…professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated…
Added 4 hours ago
MF
Client Service Associate London, ON
MD Financial Management | Gestion financière MD
London, ON
- Full-time
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…

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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