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
Process and monitor account opening and transfer documentation through MAKO, DocuSign, and NBIN, including reviewing errors, checking processing status, and performing quality assurance. Respond to service inquiries, follow up on outstanding or rejected documentation, escalate deficiencies, and maintain organized client account records.
Hybrid · Vancouver
Manage full-cycle fund accounting, including in-house accounting processes, reconciliations, internal controls, tax compliance, NAV and distribution reviews, and financial reporting. Lead external audits and fund transitions, maintain accurate records, manage and grow the accounting team, and automate and document processes.
On-site · Vancouver
Process account-opening and transfer documentation, manage welcome letters and returned mail, and respond to service inquiries within established standards. Review account updates, coordinate missing or rejected documentation with branches and NBIN, follow up on delayed accounts, and maintain organized client records.
On-site · Vancouver
Build and maintain client relationships while growing a book of business as an Investment Advisor. Provide client-focused investment advisory and financial planning services using the firm's investment solutions and planning resources.
Hybrid · Vancouver
Manage full-cycle recruitment, including identifying staffing needs with hiring managers, sourcing and screening candidates, coordinating interviews, and extending offers through negotiation and onboarding. Maintain recruitment systems, support employer branding and hiring manager training, and stay current on talent acquisition practices while contributing to related projects.
On-site · Vancouver
Administer employee lifecycle transactions and maintain accurate HR records, HRIS data, and documentation, while coordinating onboarding, offboarding, vacation eligibility, and work eligibility processes. Support HR management, recruitment, training, employee engagement, policy communications, reporting, audits, and other HR programs and projects.
On-site · Vancouver
Support and strengthen client relationships by responding to inquiries, resolving problems, preparing reports and correspondence, and processing securities transactions and transfers. Manage an assigned book of business, follow up on leads, close new business, and take ownership of projects.
Hybrid · Vancouver
The Portfolio Administrator will support daily operational processes, including account onboarding, trade processing, and reconciliations. They will also identify inefficiencies and implement system improvements to enhance business accuracy and consistency.
Remote · Calgary, Alberta, Canada, Edmonton, Alberta, Canada, Toronto, Ontario, Canada, Vancouver, British Columbia, Canada
The Senior Associate will support the growth of the national advisor business by developing advisor relationships and executing business development initiatives. They will also assist in managing investment solutions, preparing market insights, and maintaining detailed records within the CRM.
On-site · Saskatoon
The Investment Advisor will manage an existing portfolio of clients by delivering comprehensive, goals-based financial planning across retirement, tax, and estate needs. They will also collaborate with internal teams to ensure a seamless client experience while maintaining long-term trust-based relationships.
On-site · Vancouver
The Operations Administrator is responsible for processing account opening and transfer documentation and managing the welcome letter and returned mail processes. They also monitor service inquiries and handle documentation updates and filing for client accounts.
Remote · Canada
Provide comprehensive administrative and information management support to the Senior Investment Advisor. Manage client relationships, handle account documentation, and oversee day-to-day office operations and visitor reception.
