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 skilled 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 (Saskatoon)
🏢 Harbourfront Wealth Management
📍 Saskatoon