Associate - Wealth Management (Global Client Group)

Location: Toronto, Canada; hybrid work arrangement

Salary: CAD 57,000–73,000 per year, plus a discretionary bonus of 0–15% of base salary.

Company

hirify.global provides investment solutions and client-focused portfolio services through its Global Client Group.

What you will do

• Support relationship management and business development for existing and prospective advisor clients.
• Explain complex investment principles, capital market research, and portfolio construction to financial advisors.
• Respond to client service questions and coordinate with internal subject matter experts.
• Construct portfolio analyses for current advisor clients and prospects.
• Develop and update investment marketing materials, charts, and scheduling reports.
• Maintain accurate CRM records and collaborate with Senior Relationship Managers and colleagues across global offices.

Requirements

• Bachelor’s degree or equivalent in a relevant discipline is preferred.
• Previous corporate experience is preferred, ideally in financial services.
• Strong analytical, quantitative problem-solving, verbal, written communication, and interpersonal skills.
• Ability to build and sustain relationships with clients, internal stakeholders, and senior managers.
• Detail-oriented approach with the ability to manage multiple projects and meet deadlines.
• Strong computer skills, especially Excel and Access, with the ability to learn additional applications.

Culture & Benefits

• Comprehensive benefits supporting employees, families, and career development.
• Educational initiatives and opportunities for professional growth.
• Collaboration across local and international Global Client Group offices.
• Hybrid work environment in Toronto.