Senior Associate, Investment Solutions

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 $22 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:
Harbourfront Wealth Management is seeking an ambitious, highly motivated, and relationship-driven Senior Associate, Investment Solutions to support the continued growth of our national advisor business.
Reporting to the President, WAM, this role plays a critical part in developing advisor relationships, driving business development initiatives, and delivering exceptional support to financial advisors across Canada.
The successful candidate will act as a trusted partner to our sales team, helping advisors access Harbourfront's investment platform, managed solutions, alternatives, and wealth management capabilities.
This position is ideal for an individual looking to advance their career in investment sales while gaining direct exposure to advisor engagement, portfolio construction, alternative investments, capital markets, and practice management strategies.
The successful candidate thrives in a fast-paced entrepreneurial environment, takes initiative, and is energized by helping advisors grow their businesses.

Location: Calgary, Edmonton, Vancouver, Toronto, or remote within Canada.


You will be responsible for:

Advisor Relationship Management

• Partner closely with Vice Presidents, Investment Solutions to execute territory growth strategies.
• Develop and maintain strong relationships with financial advisors and key members of their teams.
• Conduct proactive advisor outreach through phone, email, virtual meetings, and in-person meetings where appropriate.
• Schedule and coordinate advisor meetings, educational sessions, webinars, and events.
• Deliver a best-in-class advisor experience through responsive service and follow-up.

Business Development

• Identify opportunities to deepen existing advisor relationships and uncover new business opportunities.
• Assist in executing territory business plans and advisor engagement campaigns.
• Support prospecting activities and advisor segmentation initiatives.
• Contribute to achieving regional sales objectives through consistent advisor engagement and pipeline development.
• Collaborate with marketing and investment teams to support advisor acquisition and retention initiatives.

Investment Solutions Support

• Develop and maintain a deep understanding of Harbourfront's investment solutions, managed portfolios, private market offerings, alternatives, and wealth management platform.
• Assist advisors with portfolio positioning concepts and investment-related resources.
• Prepare presentations, proposals, market insights, and educational content for advisor meetings.
• Stay current on market developments, industry trends, and competitive offerings.

Sales Operations & CRM Management

• Maintain detailed records of advisor interactions and opportunities within Salesforce CRM.
• Monitor advisor activity, sales pipelines, and business development initiatives.
• Prepare territory reports, sales metrics, and meeting summaries.
• Help identify process improvements that enhance advisor engagement and operational efficiency.

Team Collaboration

• Contribute to national sales meetings, territory planning sessions, and strategic business initiatives.
• Share best practices and market intelligence with colleagues across the organization.
• Mentor and support junior team members where appropriate.

The ideal candidate for this position has:

• 3–5 years of experience in wealth management, asset management, investment sales, wholesaling support, business development, or a related financial services role.
• Experience supporting financial advisors and executing sales initiatives within the investment industry.
• Demonstrated success managing relationships and contributing to business growth objectives.
• Experience working with Salesforce CRM or similar client relationship management platforms.
• Undergraduate degree in Business, Finance, Economics, or a related field.
• Completion of the Canadian Securities Course (CSC) is required.
• CIM, CFA, CFP, or progress toward these designations is considered a strong asset.
• Outstanding relationship-building and communication skills.
• Strong presentation and business development capabilities.
• Excellent organizational and time-management skills.
• Highly motivated self-starter with strong commercial acumen.
• Ability to work independently while contributing to a collaborative team environment.
• Strong proficiency in Microsoft Office, including PowerPoint, Excel, Teams, and Outlook.
• Bilingual French/English is considered an asset.

Salary Range: $65,000 - $75,000 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.