toronto, on account manager custodial Jobs – 10 Openings This Week

Private Client Associate
Harbourfront Wealth Management —Toronto, ON
- $65,000–$80,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
Operations Supervisor
RioCan —Toronto, ON
- $75,000–$103,000 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Tuition reimbursement
Quick apply
Trade Compliance Officer
Aviso Wealth —Toronto, ON
- $85,000–$90,000 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Word
- Microsoft Excel
- Dental care
Quick apply
Account Director in Training (Janitorial)
Dexterra —Mississauga, ON
- $20–$25 an hour
- Full-time
- Management
- Microsoft Office
- Travel
Quick apply
Managed Accounts Analyst
Richardson Wealth Ltd —Toronto, ON
- $60,500–$70,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Microsoft Office
- Dental care
- Paid time off
Quick apply
Property Administrator
Morguard —Mississauga, ON
- Full-time
- Microsoft Office
- Organizational skills
- Business
Property Administrator - Multi-Residential
Morguard —Mississauga, ON
- Microsoft Office
- Organizational skills
- Business
Quick apply
New Accounts Administrator, Temporary
Aviso Wealth —Toronto, ON
- $46,000–$55,000 a year
- Temporary
- Hybrid work
- Bilingual
- English
- Finance
- Dental care
Quick apply
Bilingual Banking Administrator, Temporary
Aviso Wealth —Toronto, ON
- $46,000–$55,000 a year
- Temporary
- Hybrid work
- Bilingual
- Microsoft Excel
- Customer service
- Dental care
Quick apply

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Account Director in Training (Janitorial)
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Valid G driver’s licence and reliable vehicle required for travel between regional sites. Collaborate with internal stakeholders to support business development…
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Private Client Associate
Harbourfront Wealth Management —Toronto, ON
The ideal candidate brings a client-first mindset, and a high degree of professionalism in a dynamic, fast-paced environment.
$65,000–$80,000 a year
Quick apply

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Private Client Associate

Harbourfront Wealth Management
Toronto, ON

Quick apply

Job details

Skills

Microsoft Powerpoint
Microsoft Word
CRM software
Microsoft Excel
Microsoft Outlook
Microsoft Office
Custodial experience
Organizational skills
CSC
Communication skills

Full job description

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.

Overview:
Our KJH Investors Private Wealth team, is seeking a detail-oriented Private Client Associate to work closely with a Portfolio Management Team, including three Portfolio Managers, in all aspects of managing high-net-worth client relationships. This role combines investment support, client service, and operational execution. The ideal candidate brings a client-first mindset, and a high degree of professionalism in a dynamic, fast-paced environment.

Responsibilities:

Collaborate with the Portfolio Managers to support all aspects of client relationship management
Prepare and maintain client-facing materials, including presentations, portfolio reviews, and business updates
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
Execute trades
Coordinate the preparation, review and distribution of quarterly portfolio reports
Compile, review and distribute annual tax packages
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

Qualifications:

Minimum 3 years of experience in a private client, wealth management, or investment advisory environment
Completion of the Canadian Securities Course (CSC®) 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

Salary Range: $65,000-$80,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

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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Refine Your Search

account manager custodial jobs in toronto, on

Private Client Associate

Operations Supervisor

Trade Compliance Officer

Account Director in Training (Janitorial)

Managed Accounts Analyst

Property Administrator

Property Administrator - Multi-Residential

New Accounts Administrator, Temporary

Bilingual Banking Administrator, Temporary

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