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.
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.
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 · Burlington, Ontario, Canada, Vancouver, British Columbia, Canada, Winnipeg, Manitoba, Canada
Act as the subject matter expert for NBIN back-office processes and handle client-related inquiries regarding deposits, withdrawals, and transfers. Provide professional responses to inquiries following established SLAs and conduct training for advisory teams.
On-site · Saskatoon
The role involves delivering comprehensive, goals-based financial planning and managing a portfolio of existing client relationships. Responsibilities include providing tailored recommendations for retirement, tax, and estate needs while collaborating with internal support teams.
On-site · Canada
The Portfolio Administrator supports daily operational processes and identifies opportunities to improve efficiency and accuracy across the business. Key duties include managing account onboarding, trade processing, and implementing technology solutions to automate manual tasks.
