Talent.com
Harbourfront Wealth Management
Advisor Services AssociateHarbourfront Wealth Management • Burlington, ON, Canada
Advisor Services Associate

Advisor Services Associate

Harbourfront Wealth Management • Burlington, ON, Canada
2 hours ago
Salary
CA$55,000.00 yearly
Job type
  • Temporary
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.

Career opportunity:
We currently have a career opportunity for an Advisor Services Associate for a 12–18 month contract. This role has flexibility on location out of Vancouver, BC, Winnipeg, MB, or Burlington, ON. We are looking for a highly motivated, high performing results driven candidate who will report to the Manager, Advisor Support. This highly motivated candidate must take personal responsibility for building solid relationships and must have a passion for providing high quality
customer service.

You will be responsible for:
  • Acting as the subject matter expert on Custodian (NBIN) back-office processes & platforms
  • Acting as the subject matter expert on all day-to-day services for client related inquiries: such as deposits, withdrawals, transfers, internal Harbourfront systems and provide demos as required
  • Pivoting between multiple priorities and urgent tasks
  • Monitoring all designated mailboxes for incoming inquiries
  • Providing professional, timely, and accurate responses to inquiries, following established SLAs
  • Conducting follow-ups and provide status updates, following established SLAs
  • Escalating pending inquiries as necessary, following established protocols
  • Scheduling meetings with NBIN to expedite resolution for outstanding requests
  • Liaising with internal teams and/or external vendors, as necessary, to complete all service inquiries
  • Identify and assessing patterns within the Advisor Support department
  • Conducting training for advisory teams
  • Closing all completed ticket items in a timely manner
  • Keeping up to date with corporate and industry changes, including implementing internal changes, as necessary, to further improve service levels
  • Participating in team meetings to address ongoing processing issues and make improvements
  • Seeking advisory branch feedback to help improve services
  • Assisting special projects and other internal departments, as necessary, to help maintain adequate servicing across the firm
  • Other duties, as assigned

The ideal candidate for this position has:
  • Previous knowledge of National Bank Independent Network back-office process and various applications
  • 3-5 years of administrative experience, back-office experience in a CIRO firm environment is strongly preferred
  • Thorough knowledge of securities/CIRO industry operational processes, internal procedures/products, various registered and non-registered account types, documentation requirements on account opening, and systems an asset
  • Excellent verbal and written communication skills
  • Proficiency with MS Office applications
  • Strong analytical skills with attention to detail
  • Demonstrated ability to prioritize, multitask, work within time constraints and follow-up
  • Demonstrated ability to work in a high volume and time-demanding environment
  • Demonstrated ability to learn quickly, retain information, achieve results, and thrives within a fast-paced environment
  • Strong analytical, problem-solving, and organizational skills

Salary Range: $55,000 to $65,000 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.


Create a job alert for this search

Advisor Services Associate • Burlington, ON, Canada

Similar jobs

Associate Financial Advisor - Mississauga Market

Canadian Imperial Bank of CommerceMississauga, Peel Region, CA
Full-time

We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strength... Show more

 • Promoted

Client Services Associate

CI Assante Wealth ManagementOakville, ON, CA
Full-time +2

We\'re a prominent, boutique wealth management office based in Oakville Ontario looking for the right fit candidate to join our team in a full-time, supporting role of Client Services Associate.Thi... Show more

 • Promoted

Associate Investment Advisor

CGC Canaccord Genuity Corp.Oakville, ON, CA
Full-time

Associate Investment Advisor – Oakville, Ontario.Salary Range: $135,000 - $200,000.Join the MacInnes Group in our Oakville office as an Associate Investment Advisor to support a wealth management b... Show more

 • Promoted

Mid-Level Donor Advisor in Burlington

World RenewBurlington, Halton Region, CA
Full-time

Cultivate vital relationships with mid-level donors as a Mid-Level Donor Advisor for World Renew.Located in Burlington, ON, this hybrid role requires strategic communication and strong engagement s... Show more

 • Promoted

Transition Specialist: Advisor Onboarding & Support

Aligned Capital Partners Inc.Burlington, Halton Region, CA
Full-time

A leading investment firm located in Burlington, Ontario is seeking a full-time Transition Specialist to join their Client Experience team.This role involves supporting transitioning advisors, prov... Show more

 • Promoted

Associate Role in Wealth Management

Richardson WealthBurlington, Halton Region, CA
Full-time

Enhance your professional journey with Richardson Wealth as an Associate in Burlington.This position emphasizes client service excellence and robust support for Investment Advisors.As part of Richa... Show more

 • Promoted

Client Service Associate

NFP, an Aon companyVaughan, York Region, CA
Full-time

NFP’s Individual Solutions Division offers life insurance, living benefits, long‑term care, and individual health and dental coverage.We need a dedicated Client Service Associate to manage the ongo... Show more

 • Promoted

Remote Financial Services Advisor — Build Client Policies

srecruitingMississauga, Peel Region, CA
Remote
Full-time

A financial services company is seeking motivated individuals to join its team for a work-from-home position.Responsibilities include distributing benefit enrollment materials, handling customer in... Show more

 • Promoted

Advisor for Solutions Consulting Hybrid Role

TransUnionBurlington, Halton Region, CA
Full-time

Join TransUnion as an Advisor in Solutions Consulting, where you will utilize your credit risk expertise to drive business strategies that enhance customer engagement.This hybrid role entails both ... Show more

 • Promoted

Remote Private Client Advisor — Uncapped Earnings

Capital Markets Advisors LLCMississauga, Peel Region, CA
Remote
Full-time

A boutique executive search firm is looking for a Private Client Advisor to focus on new client acquisition in Canada.This remote role offers warm leads and emphasizes sales without portfolio manag... Show more

 • Promoted

Client Services Associate

Watson InvestmentsOakville, ON, CA
Full-time

Watson Investments is a family-owned wealth management firm based in downtown Oakville.Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wea... Show more

 • Promoted

TD Private Wealth Client Associate

TD BankBurlington, Halton Region, CA
Full-time

Join TD's Private Wealth Management team as a Client Service Associate in Burlington, Ontario.Utilize your skills to provide comprehensive support and deliver exceptional customer experiences to cl... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMississauga, Peel Region, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

PIA Client Service Associate/Business Operations Service Representative

TDOakville, ON, CA
Full-time

This role is eligible for commission based earnings.TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly pers... Show more

 • Promoted

Valued Connections Healthcare Policy Advisor

Valued Connections HealthcareMississauga, Peel Region, CA
Full-time

Engage in significant policy initiatives at Valued Connections Healthcare as a Volunteer Policy Advisor.This role blends policy development and implementation with a focus on procurement and health... Show more

 • Promoted

Senior Advisor Services Associate (Trust & Estate)

Harbourfront Wealth GroupBurlington, Halton Region, CA
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 $16 billion in assets under administ... Show more

 • Promoted

Associate Financial Advisor with Client Focus

HYREON Talent SolutionsBurlington, Halton Region, CA
Full-time

Become an Associate Financial Advisor (Wealth Specialist) in Burlington, Ontario, focusing on growing client portfolios in life insurance and investment solutions.This full-time role requires strat... Show more

 • Promoted

Volunteer Policy Advisor, Corporate Services

Valued Connections HealthcareMississauga, Peel Region, CA
Full-time

Valued Connections Healthcare is looking for volunteer Policy Advisors, Corporate Services.The Policy Advisor supports the CEO and senior leadership in developing, advancing, and implementing the a... Show more

 • Promoted

Environmental Services Associate

CAA Club GroupVaughan, ON, CA
Full-time

At CAA Club Group, we are passionate about keeping our Members safe - whether they are on the road, at home, or travelling abroad.As a trusted Member-based organization, we provide products and ser... Show more

 • Promoted

Principal Consultant, SOC Advisory, Proactive Services (Unit 42) - Remote

Palo Alto NetworksMississauga, Peel Region, CA
Remote
Full-time

At Palo Alto Networks®, we’re united by a shared mission—to protect our digital way of life.We thrive at the intersection of innovation and impact, solving real‑world problems with cutting‑edge tec... Show more