Administrative Assistant - Wood Gundy - Montreal - Bilingual (Investments)

Location: Montréal, Quebec, Canada. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.

Company

hirify.global is a relationship-oriented bank whose Wood Gundy division provides full-service brokerage services to high-net-worth clients.

What you will do

• Provide administrative support to Investment Advisors and their teams.
• Maintain compliant client files and support administrative processes.
• Assist with investment plans, written proposals, and financial product selection based on client profiles and risk tolerances.
• Respond to client requests and deliver effective client service.
• Support marketing, business development, outreach, and local relationship-building activities.
• Improve team productivity and identify business opportunities.

Requirements

• Fluency in French and English is required to serve clients in the community.
• Strong administrative, organizational, multitasking, and critical-thinking skills.
• Experience or capability in client service, interpersonal communication, and relationship building.
• Ability to support compliance standards and work with investment-related information.
• Legal eligibility to work in Canada and, where applicable, a valid work or study permit.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan.
• Employee share purchase plan, vacation offering, and wellbeing support.
• Recognition through the MomentMakers program.
• Paid Purpose Day for personal growth and development.
• Inclusive workplace with accessibility support and collaborative working spaces.

Hiring process

• The role may include an attribute-based assessment and skills tests, including a French proficiency assessment.
• Artificial intelligence tools may be used during recruitment.