Senior Associate - Wealth Management (Global Client Group)

Location: Toronto, Canada; hybrid work arrangement

Salary: CAD 82,000–120,000 per year, plus a discretionary bonus of 0–20% of base salary

Company

hirify.global provides investment solutions and supports financial advisors through research-driven portfolio strategies.

What you will do

• Support relationship management and business development for existing and prospective financial advisor clients.
• Explain complex investment principles and capital market research to financial advisors.
• Educate advisors on the construction and operation of portfolio solutions.
• Develop and deliver educational investment presentations.
• Coordinate complex, client-driven requests across a team of Associates.
• Partner with Senior Relationship Managers to strengthen relationships with key advisor clients.

Requirements

• Four or more years of experience in the financial services or investment industry.
• MBA and/or CFA strongly preferred.
• Strong analytical, quantitative problem-solving, verbal, written, and interpersonal skills.
• Ability to manage multiple projects, meet deadlines, and work independently or collaboratively.
• Strong computer skills, including Excel and Access, with the ability to learn new programs.
• Understanding of advisor industry practices and client relationship management.

Culture & Benefits

• Comprehensive benefits supporting employees, families, and career development.
• Educational initiatives and opportunities for self-improvement.
• Collaborative environment focused on client needs and investment outcomes.
• Programs and celebrations recognizing the company’s history, culture, and growth.