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Harbourfront Wealth Management
Private Client AssociateHarbourfront Wealth Management • Toronto, Ontario, USA
No longer accepting applications
Private Client Associate

Private Client Associate

Harbourfront Wealth Management • Toronto, Ontario, USA
30+ days ago
Salary
CA$65,000.00 yearly
Job type
  • Full-time
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 $16 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.

Overview:
Our KJH Investors Private Wealth team, is seeking a detail-oriented Private Client Associate to work closely with a Portfolio Management Team, including three Portfolio Managers, in all aspects of managing high-net-worth client relationships. This role combines investment support, client service, and operational execution. The ideal candidate brings a client-first mindset, and a high degree of professionalism in a dynamic, fast-paced environment.

Responsibilities:
  • Collaborate with the Portfolio Managers to support all aspects of client relationship management
  • Prepare and maintain client-facing materials, including presentations, portfolio reviews, and business updates
  • Follow up on client meetings and manage ad hoc client requests
  • Assist with projects related to investment strategy and client wealth management
  • Coordinate the onboarding and maintenance of client accounts, including documentation, transfers, and compliance updates
  • Process account transactions such as wire transfers, cheque requests, contributions, and disbursements
  • Execute trades
  • Coordinate the preparation, review and distribution of quarterly portfolio reports
  • Compile, review and distribute annual tax packages
  • Maintain accurate and up-to-date information across CRM and portfolio management systems
  • Ensure the accuracy and quality of all client reporting
  • Liaise with internal departments to ensure seamless execution and compliance adherence
Qualifications:
  • Minimum 3 years of experience in a private client, wealth management, or investment advisory environment
  • Completion of the Canadian Securities Course (CSC®) is an asset
  • Strong proficiency in Microsoft Office (Excel, PowerPoint, Word), Outlook, and CRM systems
  • Experience with portfolio management and reporting platforms such as d1g1t; familiarity with custodial platforms like NBIN (National Bank Independent Network)
  • Exceptional attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment
  • Excellent communication skills, both written and verbal
  • Highly organized, analytical, and solutions-oriented
  • Collaborative team player with a high degree of initiative and accountability
Salary Range: $65,000-$80,000 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
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Private Client Associate • Toronto, Ontario, USA

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