Advisor Services Specialist — Back-Office Expert

Harbourfront Wealth Management; Burlington; On-site; CAD 55,000 - 65,000; Full time

Job summary

Harbourfront Wealth Management is seeking an Advisor Services Associate for a 12–18 month contract, with flexible location out of Vancouver, BC, Winnipeg, MB, or Burlington, ON. This role reports to the Manager, Advisor Support and focuses on delivering high-quality client service.

The ideal candidate has 3–5 years of administrative experience in a CIRO/back-office environment, strong MS Office skills, excellent communication, and the ability to multitask in a fast-paced setting.

Qualifications

• 3–5 years of administrative experience in a CIRO firm environment.
• Strong knowledge of NBIN back-office processes and client service.
• Excellent verbal and written communication skills.
• Proficiency with MS Office applications.

Responsibilities

• Serve as subject matter expert on NBIN back-office processes and platforms.
• Handle client inquiries: deposits, withdrawals, transfers, and internal Harbourfront systems.
• Monitor designated mailboxes and provide timely SLA-based responses.
• Coordinate with internal teams and vendors to resolve inquiries.
• Escalate issues as needed and schedule NBIN meetings to expedite resolutions.

Skills

NBIN back-office knowledge

Administrative experience

MS Office proficiency

Excellent communication

Job description

Harbourfront Wealth Management is seeking an Advisor Services Associate for a 12–18 month contract, with flexible location out of Vancouver, BC, Winnipeg, MB, or Burlington, ON. This role reports to the Manager, Advisor Support and focuses on delivering high-quality client service.

The ideal candidate has 3–5 years of administrative experience in a CIRO/back-office environment, strong MS Office skills, excellent communication, and the ability to multitask in a fast-paced setting.