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Private Client Associate Jobs in Toronto, ON (NOW HIRING)

BMO Financial

Associate, Private Wealth

Oakville, ON · On-site

Wealth Sales & Service BMO Private Wealth is centered on long‑term client relationships. We ... A client-focused role, committed to managing and growing client relationships through the delivery ...

Td

PIA Client Service Associate

Toronto, ON · On-site

CA$43K - CA$56K/yr

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

Td

PIA Client Service Associate

Toronto, ON · On-site

CA$43K - CA$56K/yr

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

Td

PIA Client Service Associate

Vaughan, ON · On-site

CA$43K - CA$56K/yr

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

Td

PIA Client Service Associate

Toronto, ON

CA$43K - CA$56K/yr

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

proSapient

Project Lead - Client Services

Toronto, ON · On-site

Whether it is a private equity firm deciding to invest into a business or a large corporation ... Lead Associates and Senior Associates throughout the project lifecycle and be accountable for ...

proSapient

Project Lead - Client Services

Toronto, ON · On-site

Whether it is a private equity firm deciding to invest into a business or a large corporation ... Lead Associates and Senior Associates throughout the project lifecycle and be accountable for ...

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Toronto, ON

Private Client Associate information

See Toronto, ON salary details

$27.7K

$49.7K

$90.7K

How much do private client associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for private client associate in Toronto, ON is $49,712.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,356.00 and $62,986.00 per year, depending on experience, location, and employer.

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.
What are popular job titles related to Private Client Associate jobs in Toronto, ON? For Private Client Associate jobs in Toronto, ON, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Toronto, ON look for? The top searched job categories for Private Client Associate jobs in Toronto, ON are:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Toronto, ON as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $49,712 per year, or $23.9 per hour.

Client Experience Associate

Harbourfront Wealth Management

Toronto, ON

Full-time

Re-posted 19 hours ago

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.
Career Opportunity:
Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across Canada. We are seeking a Client Experience Associate plays a key role in supporting Client Portfolio Managers (CPMs) by delivering exceptional administrative, operational, and business development support. This role ensures superior and personalized client experience through diligent account management, client service excellence, and seamless coordination of client-facing activities.
You will be responsible for:
  • Responding promptly and effectively to requests from clients, advisors and CPMs;
  • Completing new client account openings and ensure annual maintenance of existing accounts is accurate, up to date, and compliant with internal policies;
  • Supporting CPMs in all aspects of client relationship management, including preparing materials, scheduling, and organizing client meetings (in person or online);
  • Ensuring that all reports and documents presented to clients (monthly, quarterly and annually) reflect information that is both complete and of the highest quality, and are produced and delivered within the required timelines;
  • Collaborating with other team members in business development initiatives, special events and process improvement projects;
  • Providing reception coverage and event support as required.
 
The ideal candidate for this position can:
  • Demonstrate a commitment to ethical conduct and integrity ensuring all client interactions are handled with professionalism and trustworthiness;
  • Bring an excellent attitude and a dedication to extraordinary service, consistently exceeding expectations;
  • Demonstrate strong interpersonal skills, communicating effectively and collaborating across in‑person, phone, and virtual channels;
  • Showcase exceptional problem-solving abilities, tackling challenges with creativity and confidence;
  • Maintain strong organizational skills to effectively manage tasks and priorities;
  • Excel in dynamic environments and adapt to change with ease, managing a high volume of competing priorities while maintaining focus;
  • Exhibit critical thinking and outstanding communication skills, both written and verbal, to deliver clear and impactful messages;
  • Uphold the highest levels of confidentiality, safeguarding sensitive information and ensuring trust in every interaction.

The ideal candidate for this position has:
  • A bachelor’s degree in business, finance, or related fields is ideal, but equivalent experience will be given consideration;
  • 5+ years in an administrative or client-support role, ideally in financial services, wealth management, or a similar environment;
  • Experience in financial planning is an asset;
  • Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register;
  • Comfortable with tools like Microsoft Office (Word, Excel, Outlook, Teams) and learning other systems;
Working Conditions:
  • Working hours: standard 40 hours (8:30 -5:30)
  • Completion of tasks within a fixed time frame
  • Occasional requirement to work overtime

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.