Who we are:

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 43 branches across Canada.

Career opportunity:

Our subsidiary, KJ Harrison & Partners, is seeking an experienced and highly organized Private Client Associate to support a Portfolio Manager in delivering exceptional service to high-net worth and high-profile clients. This role is a combination of relationship management support, portfolio administration, operational execution, and scheduling, all within a collaborative team environment. The ideal candidate requires a strong attention to detail, professionalism and a client-first mindset.

Responsibilities:

• Manage the full lifecycle of client account documentation, onboarding, transfers, and ongoing updates
• Process account-related transactions, including cheques, wires, contributions, and disbursements
• Maintain accurate client records and documentation in CRM systems
• Liaise with internal departments to ensure seamless execution and compliance
• Prepare daily, quarterly, and annual client reporting packages, ensuring accuracy and timeliness
• Manage complex scheduling and meeting coordination for the Private Client Principal
• Collaborate with other Private Client team members to ensure team coverage and operational continuity
• Support various recurring operational tasks and adapt flexibly to business needs, including peak periods

Qualifications:

• Minimum 5 years of experience in the investment industry as a Private Client Associate or similar role
• Registered with IIROC as an Investment Representative (IR), or eligible for registration
• Canadian Securities Course (CSC®) completed; PFP® or CFA designation an asset
• In-depth knowledge of private client investment products and account procedures
• Proficient in Microsoft Office (Excel, PowerPoint, Word), Outlook, CRM and portfolio management systems (experience with D1g1t or ISM is an asset)
• Personable, discreet, and experienced in working with high-net-worth and high-profile clients
• Strong attention to detail, organizational skills, and the ability to multitask effectively
• Highly dependable, self-motivated, and able to work independently
• Willingness to provide operational flexibility and team coverage when required

Diversity and Inclusion

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. 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.