Find work in Canada.

534,319 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 21 mins ago
DG
Junior Wealth Advisor - Conseiller en placement junior
Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
Montreal, QC
- $24,000 CAD / year
- Full-time
At Diligence Wealth Management, we're looking for motivated individuals who want more than an entry-level job. This is an opportunity to develop the skills needed to become an independent…
Added 21 mins ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 21 mins ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 36 mins ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
…and lead the execution, governance, optimization, and ongoing management of advisor- and business-driven email communications across both Salesforce Marketing Cloud and traditional email…
Added 1 hour ago
EJ
Canada Registered Branch Associate Trainee -Bedford, NS
Edward Jones
Bedford, NS
- Full-time
Wealth Management Essentials (WME) (within 30 months of registration)
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 1 hour ago
GC
Client Portfolio Manager
Guardian Capital Advisors
Calgary, AB
- Full-time
…relationships, attract new clients, and deliver sophisticated wealth management…
Added 1 hour ago
SP
Associate Financial Advisor
SafeBridge Private Wealth
Toronto, ON
- Full-time
As an Associate Financial Advisor, you’ll operate as a strategic extension of the Managing Partner - supporting his client relationships, managing workflow, coordinating internal resources,…
Added 1 hour ago
SQ
District Manager
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
Identify areas of growth opportunities in the District. Implement tactics to grow revenue (premium and wealth deposits) and Client base, while actively promoting improved advisor…
Added 1 hour ago
GC
Client Portfolio Manager
Guardian Capital Advisors
Vancouver, BC
- Full-time
…relationships, attract new clients, and deliver sophisticated wealth management…
Added 1 hour ago
TM
Associate Private Wealth Advisor
The Mirillion Group
Vancouver, BC
- $110,000 to $160,000 CAD / year
- Full-time
Associate Private Wealth Advisor | Vancouver, BC
Added 1 hour ago
TM
Senior Wealth Partner/Advisor
The Mirillion Group
Vancouver, BC
- $175,000 to $225,000 CAD / year
- Full-time
Senior Private Wealth Partner/Advisor | Vancouver, BC
Added 1 hour ago
HW
Portfolio Administrator
Harbourfront Wealth Management
Vancouver, BC
- Full-time
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under…
Added 1 hour ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
NS · Cape Breton, NS
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 1 hour ago
GC
Client Portfolio Manager
Guardian Capital Advisors
Toronto, ON
- Full-time
…relationships, attract new clients, and deliver sophisticated wealth management…
Added 2 hours ago
SW
MaAnalytics, GWM -nager, CWM
Scotia Wealth Management
Toronto, ON
- Full-time
Act as a trusted advisor to business leaders across Retail, Wealth, Risk, Finance, and other key functions.
Added 2 hours ago
VF
Executive Assistant & Business Coordinator, Private Client Services
Ventum Financial
Vancouver, BC
- Contract
…oversight and execution across a broad portfolio encompassing advisor experience, recruiting and onboarding, insurance and wealth services, marketing coordination, and business improvement…
Added 2 hours ago
RJ
Senior Manager, Marketing Intelligence and Effectiveness
Raymond James Ltd.
Toronto, ON
- Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 2 hours ago
SQ
District Manager
Sunlife Québec
Quebec, QC
- Full-time
Identify areas of growth opportunities in the District. Implement tactics to grow revenue (premium and wealth deposits) and Client base, while actively promoting improved advisor…
Added 2 hours ago
SQ
District Manager
Sunlife Québec
Levis, QC
- Full-time
Identify areas of growth opportunities in the District. Implement tactics to grow revenue (premium and wealth deposits) and Client base, while actively promoting improved advisor…
Added 2 hours ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
Halifax, NS
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 2 hours ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
Truro, NS
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 3 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
We are excited to share a great opportunity to join a high-performing wealth management team at RBC Dominion Securities. We are seeking a highly strategic, thoughtful, and analytical…
Added 3 hours ago
MW
Business Development Associate
Manulife Wealth & Asset Management
Montreal, QC
- Full-time
A passion for learning and growing in the wealth management space.
Added 3 hours ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…

Harbourfront Wealth Management

Portfolio Administrator

Vancouver, BC, Canada

Salary Range: $60,000 to 70,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity). · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: Salary Range: $60,000 to 70,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).
Job type: Full-time
Apply by: Nov 27, 2026
Experience: 1 - 2 years of experience in investment operations within wealth management.
Posting language: English
Posted: Oct 28, 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 $22 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:

Harbourfront Wealth Council is seeking a permanent, full-time Portfolio Administrator to join its Operations team. This position is a hybrid role based out of Vancouver. Reporting to the Operations Manager, the successful candidate will support daily operational processes, identify opportunities for improvement, and help implement solutions that enhance efficiency, accuracy, and consistency across the business. The ideal candidate is highly organized, detail-oriented, and proactive, with strong analytical and interpersonal skills.

You will be responsible for:

Supporting the Portfolio Management and Operations teams with day-to-day operational initiatives.
Reviewing existing workflows to identify inefficiencies, bottlenecks, and opportunities for improvement.
Assisting with process redesigns and documenting updated procedures and workflows.
Supporting the implementation of operational improvements that enhance efficiency, accuracy, and consistency.
Assisting with technology and systems implementations, including user testing, process mapping, documentation, and team adoption.
Using analytical skills to review operational data, identify trends, and support data-driven recommendations.
Working with systems such as NDESK and MAKO, Salesforce and other Custodian platforms to support onboarding, account administration, trading, transfers, and custodial processes.
Identifying opportunities to automate manual tasks and improve operational reporting using tools such as Excel and coding solutions.
Supporting account onboarding, investment account administration, trade processing, transfers, and related operational activities.
Assisting with reconciliations, data reviews, and quality checks to ensure information is accurate and complete.
Maintaining clear documentation of processes, controls, system changes, and operational procedures.
Collaborating with internal stakeholders to resolve issues and deliver sustainable operational solutions.

The ideal candidate for this position has:

1 - 2 years of experience in investment operations within wealth management.
Strong understanding of account onboarding, investment accounts, custodial processes, trading, and transfers.
Experience identifying process improvements and supporting workflow redesign.
Demonstrated ability to work with operational systems and participate in system implementations.
Strong analytical mindset with the ability to identify bottlenecks and recommend practical solutions.
Experience with Excel and automation. Coding experience would be considered an asset.
Strong attention to detail, organization, and problem-solving skills.
Undergraduate degree in Finance, Economics, Business, or a related field

Salary Range: $60,000 to 70,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

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.

Apply About employer

More about this job

Responsibilities

Support portfolio management and operations teams with onboarding, account administration, trading, transfers, reconciliations, and other daily operational activities. Review and improve workflows, assist with system implementations and automation, analyze operational data, and maintain accurate process documentation.

Requirements

Candidates should have 1–2 years of investment operations experience in wealth management and a strong understanding of investment accounts, custodial processes, trading, and transfers. An undergraduate degree in Finance, Economics, Business, or a related field is requested, along with analytical, organizational, Excel, and process-improvement skills; coding experience is an asset.

Skills

Investment Operations
Account Onboarding
Custodial Processes
Trade Processing
Transfers
Process Improvement
Workflow Redesign
Operational Systems
System Implementation
Data Analysis
Excel
Automation
Reconciliations
Documentation
Problem-Solving

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Operations
Portfolio Management
Account Onboarding
Investment Accounts
Custodial Processes
Trading
Transfers
Process Improvement
Workflow Redesign
Operational Data
Data Analysis
Excel
Automation
Coding
NDESK
MAKO
Salesforce
Custodian Platforms
System Implementation
User Testing
Process Mapping
Operational Reporting
Reconciliations
Quality Checks
Operational Controls

Report this job