Senior Associate - Wealth Management (Global Client Group)

Location: Vancouver, Canada; hybrid work arrangement

Salary: CAD 82,000–120,000 per year, plus potential discretionary bonus

Company

hirify.global provides investment solutions and works with financial advisors to improve client investment experiences.

What you will do

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

Requirements

• Four or more years of experience in the financial services or investment industry.
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to manage multiple projects, meet deadlines, and work independently and collaboratively.
• Strong computer skills, including Excel and Access, with the ability to learn new programs.
• Intellectual curiosity, attention to detail, and commitment to continuous self-improvement.

Nice to have

• MBA and/or CFA.
• Strong understanding of the advisor industry and related business practices.

Culture & Benefits

• Comprehensive benefits supporting employees and their families.
• Educational initiatives and career development programs.
• Programs and celebrations recognizing the company’s history, culture, and growth.
• Equal employment opportunity for all employees and applicants.