Join Harbourfront Wealth as a Contract Advisor Services Associate for 12–18 months, with flexibility from Vancouver, Winnipeg, or Burlington. Leverage your skills in back-office processes and customer service to assist our clients effectively.

This rewarding role focuses on supporting clients through expert knowledge of National Bank Independent Network processes and effective communication. You will work under the Manager of Advisor Support and be key in providing accurate information and training for advisory teams. Prioritization skills and the ability to multitask in a fast-paced workplace are a must.

Key Responsibilities:
• Act as a subject matter expert for client inquiries
• Manage and respond to service inquiries via mailboxes
• Escalate issues as necessary for resolution




• Liaise with internal teams and external vendors
• Identify patterns in service inquiries and suggest improvements

Requirements:
• Minimum 3-5 years administrative experience in financial services
• Thorough understanding of account types and documentation
• Strong analytical and problem-solving skills
• Proficiency in MS Office applications
• Excellent organizational and communication abilities

Utilize your expertise in a high-volume environment while contributing to advisor support at Harbourfront Wealth.
#J-18808-Ljbffr

📌 Contract Advisor Services Associate Role (Ontario)
🏢 Harbourfront Wealth Group
📍 Ontario