Investment Advisor Wood Gundy Investment Center (Wealth Management)

Location: On-site full-time, Monday through Friday, at Toronto-141 Bay, 21st Floor, Toronto, Canada

Annual base salary: CAD 75,870–104,320, plus participation in an annual discretionary incentive or bonus program.

Company

hirify.global is a relationship-oriented bank providing banking, investment, and wealth management services.

What you will do

• Build strong client relationships by understanding client priorities and providing personalized investment recommendations.
• Deliver integrated wealth management solutions in collaboration with hirify.global partners and advisors.
• Assess clients’ financial situations, risk profiles, time horizons, and changing needs to provide tailored investment advice.
• Research equities, fixed-income products, managed products, third-party investments, and other investment solutions.
• Conduct portfolio reviews, maintain regular client contact, and keep client information current for KYC requirements.
• Resolve client issues, support self-directed administrative activity through hirify.global technology, and maintain knowledge through training and continuing education.

Requirements

• Undergraduate degree in finance, economics, business, or a related field.
• 3+ years of relevant experience in the wealth management industry.
• Current accreditation in good standing for CIRO Registered Representative licensing requirements.
• Well-developed investment, market, relationship management, communication, organization, and time management skills.
• Ability to understand sophisticated client needs and develop solutions aligned with their priorities.
• Working knowledge of PC software and advanced knowledge of Microsoft Office.

Nice to have

• Additional financial accreditation or designations such as PFPC, CFP, CFA, or CA.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan, employee share purchase plan, vacation offering, and wellbeing support.
• Paid Purpose Day dedicated to personal growth and development.
• Inclusive and accessible candidate experience with accommodation support available.
• Regular training and knowledge sessions, including continuing education for IIROC license maintenance.

Hiring process

• The process may include an attribute-based assessment and other skills tests, such as a French proficiency assessment.
• Artificial intelligence tools may be used during recruitment.
• Applicants must be legally eligible to work at the specified location and may need a valid work or study permit.