business developmentanalytical thinkingclient engagementbrokeragefinancial productsinvestment portfoliosregistered representative
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Зарплата и рынок
Малоразвернуть
52к-60к CAD/год
140к CAD180к CADмедиана260к CAD
По похожим ролям (50) ~ 180к CAD/год
На СНГ рынке: $2.4к/мес ($1.8к - $3.1к)
40
Не очень вакансия
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Роль имеет четкие обязанности и хорошие льготы, но зарплата значительно ниже рыночных стандартов, что снижает ее привлекательность.
Низкая зарплата
Четкие обязанности
Хорошие льготы
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Financial Associate CIBC Wood Gundy (Investment Portfolios/Client Relations): Supporting Investment Advisors in managing high-net-worth client portfolios, developing investment plans, and identifying new business opportunities with an accent on client engagement, brokerage expertise, and relationship building. Focus on analyzing client goals and risk tolerance, strengthening client relationships, and generating opportunities through community outreach and marketing activities.
Location: Toronto, ON; on-site full-time Monday through Friday at Toronto-1623 Avenue Rd
Annual base salary: $51,500–$60,200, plus eligibility for an annual discretionary incentive or bonus program.
Company
hirify.global is a relationship-oriented bank focused on helping clients and creating opportunities for employee growth.
What you will do
Work closely with Investment Advisors at hirify.global Wood Gundy to support portfolio management and business development.
Engage directly with high-net-worth clients, anticipate their needs, and improve the client experience.
Assist with investment plans based on client profiles, goals, and risk/reward tolerance.
Identify business opportunities and support the development of new client relationships.
Attend local events and participate in marketing and outreach activities to build networks and increase brand awareness.
Requirements
Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
5+ years of brokerage industry experience.
Working knowledge of various quotation equipment.
Client-focused communication, relationship-building, and business development skills.
Critical thinking, attention to detail, sound decision-making, motivation, and the ability to understand different perspectives.
Legal eligibility to work at the specified location; a valid work or study permit may be required.
Culture & Benefits
Competitive salary, incentive pay, banking benefits, a benefits program, and a defined benefit pension plan, subject to plan and program terms.
Employee share purchase plan, vacation offering, wellbeing support, and a points-based recognition program.
Opportunities for growth and development, including a paid Purpose Day.
Inclusive and accessible candidate and workplace experience.
Weekly hours: 37.5.
Hiring process
Applicants may be asked to complete an attribute-based assessment and other skills tests, including simulations or French proficiency testing.
Artificial intelligence tools may be used during the recruitment process.
Accommodation requests can be sent to Mailbox.careers-carrieres@hirify.global.com.
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