Harbourfront Wealth is seeking an Advisor Services Associate for a 12–18 month contract based in Vancouver, BC. Bring your customer service expertise and administrative skills to enhance our client support team.
This contract role supports the Manager of Advisor Support within Harbourfront Wealth, a leader in financial services. Ideal candidates should possess a strong ability to navigate back-office processes and build solid relationships with clients. A commitment to high-quality service while managing multiple priorities is crucial.
Key Responsibilities:
• Serve as the subject matter expert on Custodian back-office processes
• Address client inquiries about deposits, withdrawals, and transfers
• Monitor designated mailboxes for incoming issues




• Provide timely and skilled responses to inquiries
• Conduct training sessions for advisory teams
Requirements:
• 3-5 years of experience in a CIRO firm environment
• Strong understanding of securities industry operational processes
• Excellent verbal and written communication skills
• Proficiency with MS Office applications
• Attention to detail and strong analytical skills
Deliver exceptional client support and utilize your industry knowledge as an Advisor Services Associate at Harbourfront Wealth.
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📌 Advisor Services Associate in Vancouver (Burlington)
🏢 Harbourfront Wealth Group
📍 Burlington