Join Harbourfront Wealth as an Investment Advisor focused on creating impactful financial decisions. Engage clients directly, emphasizing relationship-building and planning.

Harbourfront seeks a passionate CFP, CPA, or PFP qualified for its Fundamental Wealth team. The ideal candidate will have experience in a bank or wealth management practice. This role allows you to move beyond traditional sales pressures, focusing instead on meaningful client relationships and comprehensive planning strategies.

Key Responsibilities:
• Establish and maintain trust-based long-term client interactions
• Deliver tailored financial plans for various needs
• Act as primary advisor for transitioning client portfolios
• Guide clients in retirement and estate planning
• Collaborate with internal teams to enhance client experience

Requirements:
• Experience as a CFP, CPA, or affiliated profession
• Proven trust-building and communication skills
• Client-centered mindset with prioritization of interests
• Team-oriented collaboration capabilities
• Securities licensing readiness

Create a lasting impact in clients' lives through exceptional financial guidance and strategic planning.
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📌 Harbourfront Client-Focused Investment Advisor (Saskatchewan)
🏢 Harbourfront Wealth Management
📍 Saskatchewan