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