Analyst/Associate - Wealth Management (Global Client Group)

Location: Hybrid in Vancouver, Canada

Salary: CAD 57,000–73,000 per year, plus potential discretionary bonus

Company

hirify.global provides investment solutions and serves clients through its Global Client Group and wealth management channels.

What you will do

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

Requirements

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

Culture & Benefits

• Hybrid work environment in Vancouver.
• Comprehensive benefits for employees and their families.
• Educational initiatives supporting career development.
• Programs and celebrations focused on company culture and growth.