Private Client Associate

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.

Overview:

Our subsidiary, KJ Harrison & Partners, is seeking a detail-oriented and analytical Private Client Analyst to work closely with a Portfolio Manager in all aspects of managing high-net-worth client relationships. This role combines investment support, portfolio analysis, client service, and operational execution. The ideal candidate brings strong financial acumen, a client-first mindset, and a high degree of professionalism in a dynamic, fast-paced environment.

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

Experience:

Mid-level

Education Required:

Registered with IIROC as an Investment Representative (IR), or eligible for registration
Canadian Securities Course (CSC®) completed; PFP® or CFA designation an asset

Salary Range:

$55,000 - $70,000

Position description

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

Required skills / Experience

Qualifications:

Minimum 5 years of experience in the investment industry as a Private Client Associate or similar role
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

Private Client Associate

How to Apply

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