Job Description

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 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.

Responsibilities:

• Collaborate with the Portfolio Manager to support all aspects of client relationship management
• Prepare and maintain client-facing materials, including presentations, portfolio reviews, and business updates
• Conduct ongoing portfolio analysis to support wealth planning and investment decision-making
• Follow up on client meetings and manage ad hoc client requests
• Assist with projects related to investment strategy and client wealth management
• Coordinate the onboarding and maintenance of client accounts, including documentation, transfers, and compliance updates
• Process account transactions such as wire transfers, cheque requests, contributions, and disbursements
• Collaborate with internal teams and third-party investment managers to support fund reviews, reporting, and portfolio updates
• Maintain accurate and up-to-date information across CRM and portfolio management systems
• Ensure the accuracy and quality of all client reporting
• Liaise with internal departments to ensure seamless execution and compliance adherence
• Demonstrate a strong understanding of wealth planning strategies to contribute to holistic client advice

Qualifications:

• Bachelor's degree in economics or business
• Minimum 5 years of experience in a private client, wealth management, or investment advisory environment
• Completion of the Canadian Securities Course (CSC®) required and CFP® designation is an asset
• Strong proficiency in Microsoft Office (Excel, PowerPoint, Word), Outlook, and CRM systems
• Experience with portfolio management and reporting platforms such as D1g1t; familiarity with custodial platforms like NBIN (National Bank Independent Network)
• Exceptional attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment
• Excellent communication skills, both written and verbal
• Highly organized, analytical, and solutions-oriented
• Collaborative team player with a high degree of initiative and accountability
• Interested in pursuing relevant certifications (FCSI/CFA/CIMA)

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.

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