Client Associate (RR Licensed) Wood Gundy (Finance)

Location: On-site full-time in Burlington, Ontario, Monday through Friday. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.

Annual base salary: $50,840–$59,350 CAD, plus participation in an annual discretionary incentive or bonus program.

Company

hirify.global is a relationship-oriented bank providing financial products and investment services for clients.

What you will do

• Work closely with Investment Advisors to help manage high-net-worth client portfolios.
• Engage directly with clients, anticipate their needs, and improve the client experience.
• Identify business opportunities and support business development activities.
• Assist with investment plans based on client profiles, goals, and risk/reward tolerance.
• Build community relationships through local events, marketing, and outreach activities.

Requirements

• Current accreditation and good standing as a Registered Representative licensed with the Canadian Investment Regulatory Organization Investment Dealer.
• 3–5 years of brokerage industry experience.
• Working knowledge of various quotation equipment.
• Strong client focus, critical thinking, attention to detail, and communication skills.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan and employee share purchase plan.
• Vacation offering, wellbeing support, and a social recognition program.
• Paid Purpose Day dedicated to personal growth and development.
• Inclusive and accessible candidate and employee experience.