Advance your career with Harbourfront Wealth as a Senior Advisor Services Associate in Vancouver, Winnipeg, or Burlington. This position seeks a high-performing candidate passionate about delivering exceptional customer service in Trust and Estate administration.

You will report to the Manager, Advisor Support, acting as a subject matter expert for back-office processes and managing client inquiries efficiently. Your experience with Trust and Estate administration will enable you to support our advisors in providing outstanding service to their clients.

Key Responsibilities:
• Assist with processing estate settlements and documentation
• Serve as a subject matter expert on all client inquiry services
• Monitor and manage inboxes for incoming inquiries




• Escalate issues and provide timely responses
• Conduct training for advisory teams on best practices

Requirements:
• 1-2 years experience in Trust and Estate administration
• 3-5 years in relevant administrative roles
• Knowledge of CIRO operational processes
• Solid analytical skills and attention to detail
• Effective communication skills for client interactions

Become a key player at Harbourfront Wealth by excelling as a Senior Advisor Services Associate dedicated to high standards of service.
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📌 Senior Advisor Services Associate Role (Ontario)
🏢 Harbourfront Wealth Group
📍 Ontario