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.
On-site · Vancouver
Provide administrative and operational support to an investment advisory team, including preparing documentation, managing calendars, and handling project work. Support client onboarding and ongoing service by maintaining records, completing KYC updates, assisting with financial plans, and preparing reports and correspondence.
Remote · Canada
Provide comprehensive administrative and information management support to the Senior Investment Advisor. Manage client relationships, handle account documentation, and oversee day-to-day office operations and visitor reception.