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 · Courtenay
The Administrative Assistant provides comprehensive support to the Senior Investment Advisor, including information management and client relationship maintenance. Key duties include processing account documentation, coordinating meetings, and managing the professional appearance and operations of the office.
On-site · Winnipeg
The Administrative Assistant provides comprehensive support to the Investment Advisor, managing day-to-day administrative duties, scheduling, and client correspondence. Additional duties include managing social media posts, updating the website, and preparing periodic reports.
On-site · Vancouver
Provide comprehensive administrative and operational support to an Investment Advisor, including managing calendars and client documentation. Handle client onboarding, KYC updates, and the maintenance of CRM systems to enhance advisor effectiveness.
On-site · Vancouver
Provide comprehensive administrative and operational support to an Investment Advisor, including managing calendars and client documentation. Handle client onboarding, KYC updates, and the preparation of financial reports and correspondence.