Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.
Career opportunity:
Fundamental Wealth, a wealth team within the Harbourfront group, is seeking a CFP, CPA, PFP or planning-focused professional who is passionate about helping clients make better financial decisions and building a rewarding long-term career.
At Fundamental Wealth, we believe exceptional financial advice starts with meaningful relationships and comprehensive planning—not sales quotas, cold calling, administrative work, or building a business from scratch. This opportunity is ideal for someone working within a bank, credit union, accounting firm, or wealth management practice who wants to spend more time advising clients and less time prospecting, selling products, or managing paperwork.
Why this opportunity is different:
Many financial professionals are caught between two imperfect choices: remain an employee indefinitely or take on the risk and uncertainty of building their own practice.
At Fundamental Wealth, we've built a different path.
You will step into an established and growing retirement-focused practice with existing client relationships, a proven planning process, and a dedicated support team handling much of the administration, onboarding, compliance, and operational work.
Rather than spending your days prospecting, chasing sales targets, processing paperwork and submitting instructions, you'll focus on what you do best:
- Building meaningful client relationships
- Delivering comprehensive financial planning
- Helping families make better financial decisions
- Growing alongside a successful and expanding practice
You'll also benefit from a steady flow of prospective clients generated through our marketing initiatives, including educational content, seminars, and referral relationships.
As client relationships deepen and responsibilities expand, so will your compensation. There will also be opportunities to participate more directly in the long-term growth and recurring revenue of the practice, creating alignment between your success, your clients' success, and the success of the firm.
You will be responsible for:
- Build and maintain long-term client relationships through regular communication and trust-based advice
- Deliver comprehensive, goals-based financial planning across retirement, tax, estate, and investment needs
- Act as the primary advisor for an existing portfolio of clients transitioned into your care
- Provide tailored recommendations aligned with each client’s financial goals and life stage
- Guide clients through retirement income planning and wealth preservation strategies
- Collaborate with internal teams (operations, compliance, onboarding) to ensure a seamless client experience
- Utilize a structured planning process to develop and present financial plans
- Review and update client plans on an ongoing basis to reflect life changes and market conditions
- Support client decision-making with clear, thoughtful, and actionable advice
- Stay current on financial planning best practices, tax considerations, and regulatory requirements
- Participate in client meetings, reviews, and ongoing relationship management
- Contribute to a team-oriented environment focused on delivering high-quality client outcomes
The ideal candidate for this position has:
- Experience as a CFP® within a bank, credit union, or wealth management firm, or is an associate advisor seeking greater opportunity and growth
- A CPA designation holder with interest in expanding beyond tax compliance into comprehensive financial planning.
- A strong passion for client relationships and delivering thoughtful, goals-based advice rather than sales-driven targets
- Proven ability to build trust and maintain long-term client relationships through clear, proactive communication
- Experience developing and delivering financial plans across retirement, tax, investment, and estate planning
- A client-first mindset, with a commitment to acting in clients’ best interests at all times
- Strong interpersonal and communication skills, with the ability to explain complex concepts clearly and confidently
- A collaborative, team-oriented approach, working effectively with operations and support teams
- An interest in continuous learning and staying current on industry trends, tax considerations, and regulatory requirements
- Securities licensing (or willingness to obtain it)
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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