Private Client Analyst

Harbourfront Wealth Management
CA - Ontario - Ontario
May 20, 2025

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.

Read the full job description and apply online on the recuiter's web-site

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