Embodying a philosophy of independent, unbiased advice with unwavering commitment to delivering true wealth management.
Vancouver, British Columbia
Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
Remote · Calgary, Alberta, Canada, Edmonton, Alberta, Canada, Toronto, Ontario, Canada, Vancouver, British Columbia, Canada
The Senior Associate will support the growth of the national advisor business by developing advisor relationships and executing business development initiatives. They will also assist in managing investment solutions, preparing market insights, and maintaining detailed records within the CRM.
On-site · Saskatoon
The Investment Advisor will manage an existing portfolio of clients by delivering comprehensive, goals-based financial planning across retirement, tax, and estate needs. They will also collaborate with internal teams to ensure a seamless client experience while maintaining long-term trust-based relationships.
On-site · Saskatoon
The role involves delivering comprehensive, goals-based financial planning and managing a portfolio of existing client relationships. Responsibilities include providing tailored recommendations for retirement, tax, and estate needs while collaborating with internal support teams.