Embodying a philosophy of independent, unbiased advice with unwavering commitment to delivering true wealth management.
Vancouver, British Columbia
Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
On-site · Toronto
The role focuses on transforming the firm's data consumption layer by developing AI decisioning products and refining the intelligence layer. Responsibilities include optimizing Power BI reporting, building semantic models, and deploying production-oriented GenAI solutions to drive business action.
Remote · Burlington, Ontario, Canada, Vancouver, British Columbia, Canada, Winnipeg, Manitoba, Canada
The associate is responsible for accurately processing account opening and transfer documentation while monitoring dashboards like MAKO and DocuSign. They will perform quality assurance on data processed by NBIN and handle service inquiries to ensure timely resolution of documentation deficiencies.
Remote · Burlington, Ontario, Canada, Vancouver, British Columbia, Canada, Winnipeg, Manitoba, Canada
The associate acts as a subject matter expert on NBIN back-office processes and handles client inquiries regarding deposits, withdrawals, and transfers. They are responsible for managing service tickets, conducting training for advisory teams, and liaising with internal and external vendors to resolve issues.
Hybrid · Canada
The role focuses on recruiting Investment Advisors by developing strategic priorities and managing the full sales cycle from lead generation to onboarding. It involves acting as a brand ambassador and implementing marketing strategies to build a pipeline of qualified candidates.
On-site · Courtenay
The Administrative Assistant provides comprehensive support to the Senior Investment Advisor, including information management and client relationship maintenance. Key duties include processing account documentation, coordinating meetings, and managing the professional appearance and operations of the office.
On-site · Vancouver
The role involves managing monthly commissions, expenses, and journal entries while supporting the month-end close process. The candidate will also prepare internal financial statements, regulatory filings, and documentation for external audits.
On-site · Winnipeg
The Administrative Assistant provides comprehensive support to the Investment Advisor, managing day-to-day administrative duties, scheduling, and client correspondence. Additional duties include managing social media posts, updating the website, and preparing periodic reports.
On-site · Vancouver
Provide comprehensive administrative and operational support to an Investment Advisor, including managing calendars and client documentation. Handle client onboarding, KYC updates, and the maintenance of CRM systems to enhance advisor effectiveness.
On-site · Vancouver
Provide comprehensive administrative and operational support to an Investment Advisor, including managing calendars and client documentation. Handle client onboarding, KYC updates, and the preparation of financial reports and correspondence.
On-site · Aurora
The role involves providing professional client service, managing advisor calendars, and handling administrative tasks such as account opening and documentation. The assistant will also maintain client records and coordinate follow-ups with financial institutions.
Remote · Burlington, Ontario, Canada, Vancouver, British Columbia, Canada, Winnipeg, Manitoba, Canada
Manage Trust and Estate account administration, including estate settlements, transfers, and responding to client inquiries. Act as a subject matter expert for custodian back-office processes and provide support for various client-related service requests.
Remote · Burlington, Ontario, Canada, Vancouver, British Columbia, Canada, Winnipeg, Manitoba, Canada
The candidate will be responsible for accurately processing account opening and transfer documentation while monitoring various dashboards like MAKO and DocuSign. They will also perform quality assurance on data processed by NBIN and manage service inquiries to ensure timely resolution.
On-site · Saskatoon
The role involves building and maintaining long-term client relationships through comprehensive, goals-based financial planning across retirement, tax, and estate needs. You will act as a primary advisor for an existing portfolio, providing tailored recommendations and guiding clients through wealth preservation strategies.
On-site · Toronto
The Client Experience Associate supports Client Portfolio Managers by delivering exceptional administrative and operational support. This role ensures a superior client experience through diligent account management and coordination of client-facing activities.
