Investment Advisor Wood Gundy

Location: Moncton, NB — 644 Main Street, Suite 113, Canada. Work arrangement details will be discussed during the interview. Candidates must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Company

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

What you will do

• Build and grow Wood Gundy portfolios for high-net-worth clients through relationship management and trusted investment advice.
• Research investment products and make recommendations aligned with clients’ financial goals, risk profiles, time horizons, and personal circumstances.
• Develop investment plans, written proposals, presentations, and seminar materials for prospects and clients.
• Build a personal client portfolio through networking, telemarketing, seminars, trade shows, referrals, and other prospecting methods.
• Collaborate with colleagues to deliver integrated wealth management solutions and participate in client and prospect seminars.
• Own client processes and milestones while connecting clients with the bank’s broader teams and community networks.

Requirements

• CPA designation, post-secondary degree or diploma in law, and/or at least 4 years of relevant experience.
• Current accreditation and good standing as a Registered Representative with CIRO Investment Dealer are required.
• Strong knowledge of investment products and services, financial advising, portfolio management, and wealth management.
• Excellent client service, interpersonal, relationship-building, presentation, writing, organizational, and time-management skills.
• Ability to analyze complex information and trends and apply findings to individual client circumstances.
• Legal eligibility to work in Canada at the specified location is required.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan.
• Vacation offering, wellbeing support, and a points-based employee recognition program.
• Access to workplace technology and spaces designed to support collaboration and innovation.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible candidate and workplace experience.

Hiring process

• Work arrangement details will be discussed during the interview.
• An attribute-based assessment or other skills tests may be required, including French proficiency testing where applicable.
• Artificial intelligence tools may be used during recruitment.