Harbourfront Wealth is a energetic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.
Registered Investment Advisor (RIA) and insurance company. Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across Canada. We are seeking a Client Services Associate plays a key role in supporting Client Portfolio Managers (CPMs) by delivering exceptional administrative, operational, and business development support. This role ensures superior and personalized client experience through diligent account management, client service excellence, and seamless coordination of client-facing activities. Respond promptly and effectively to requests from clients, advisors and CPMs; Complete new client account openings and ensure annual maintenance of existing accounts is accurate, up to date, and compliant with internal policies; Support CPMs in all aspects of client relationship management, including preparing materials, scheduling, and organizing client meetings (in person or online); Ensure that all reports and documents presented to clients (monthly, quarterly and annually)



reflect information that is both complete and of the highest quality, and are produced and delivered within the required timelines; Collaborate with other team members in business development initiatives, special events and process improvement projects; Provide reception coverage and event support as required. Bring an excellent attitude and a dedication to extraordinary service, consistently exceeding expectations; Demonstrate strong interpersonal skills, communicating effectively and collaborating across in‑person, phone, and virtual channels; A bachelor’s degree in business, finance, or related fields is ideal, but equivalent experience will be given consideration; ~5+ years in an administrative or client-support role, ideally in financial services, wealth management, or a similar environment; ~ Experience in financial planning is an asset; ~ Comfortable with tools like Microsoft Office (Word, Excel, Outlook, Teams) and learning other systems; Completion of tasks within a fixed time frame Occasional requirement to work overtime Diversity and Inclusion Diversity is an significant value to us. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief. #

📌 Medical Services Administrator (Toronto)
🏢 Harbourfront Wealth Management
📍 Toronto