Client Experience Associate

Harbourfront Wealth Management; Toronto; On-site; CAD 55,000 - 70,000; Full time

Job summary

Harbourfront Wealth Management in Toronto is seeking a Client Experience Associate to support Client Portfolio Managers by delivering administrative, operational and business development support.

You will handle client account openings, maintenance, scheduling, meeting coordination (in person or online), and ensure timely, high-quality reports. The role requires a professional, confidential, service-oriented mindset and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Bachelor's degree in business, finance, or related field or equivalent experience.
• 5+ years in an administrative or client-support role, ideally in financial services.
• Experience in financial planning is a plus.
• CIRO registration as IR or RR or eligible to register.
• Proficiency with Microsoft Office and familiarity with other systems.

Responsibilities

• Respond promptly to requests from clients, advisors and CPMs.
• Open new client accounts and maintain existing ones accurately and compliantly.
• Support CPMs with materials, scheduling and coordinating client meetings.
• Ensure reports and documents to clients are complete and delivered on time.
• Collaborate on business development initiatives and events.
• Provide reception coverage and event support as needed.

Skills

Client service

Interpersonal skills

Organization

Problem solving

Confidentiality

Communication

Education

Bachelor's degree in business/finance or related field

Tools

Microsoft Office

CRM software

Job description

Harbourfront Wealth is a dynamic 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.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.

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 Experience 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.

You will be responsible for:

• 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.

The ideal candidate for this position can:

• Demonstrate a commitment to ethical conduct and integrity ensuring all client interactions are handled with professionalism and trustworthiness;
• 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;
• Showcase exceptional problem-solving abilities, tackling challenges with creativity and confidence;
• Maintain strong organizational skills to effectively manage tasks and priorities;
• Excel in dynamic environments and adapt to change with ease, managing a high volume of competing priorities while maintaining focus;
• Exhibit critical thinking and outstanding communication skills, both written and verbal, to deliver clear and impactful messages;
• Uphold the highest levels of confidentiality, safeguarding sensitive information and ensuring trust in every interaction.

The ideal candidate for this position has:

• 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;
• Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register;
• Comfortable with tools like Microsoft Office (Word, Excel, Outlook, Teams) and learning other systems;

Working Conditions:

• Working hours: standard 40 hours (8:30 -5:30)
• Completion of tasks within a fixed time frame
• Occasional requirement to work overtime

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.