Associate Advisor, Wood Gundy Corporate-Bilingual

Location: Montréal, QC, Canada. The proportion of on-site and remote work will be discussed during the interview. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.

Company

hirify.global is a relationship-oriented bank, with Wood Gundy serving as its full-service brokerage division for high-net-worth clients.

What you will do

• Build and maintain a portfolio of high-net-worth clients through prospecting, networking, and relationship management.
• Provide trusted investment advice and comprehensive financial planning support.
• Develop investment plans based on client profiles and risk/reward tolerance.
• Use hirify.global investment solutions to deliver needs-based advice, strengthen client loyalty, and generate referrals.
• Attend local events and participate in marketing and outreach activities to expand the professional network.

Requirements

• Postsecondary degree or diploma and/or 4 years of relevant experience.
• Current accreditation and good standing as a Registered Representative with the Canadian Investment Regulatory Organization Investment Dealer.
• Fluency in French and English is required to serve clients in the community.
• Experience with client engagement, relationship building, networking, and results-oriented business development.
• Legal eligibility to work in Canada is required; a valid work or study permit may be 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.
• Professional growth opportunities, including a paid Purpose Day for development and personal growth.
• Inclusive and accessible candidate and workplace experience.

Hiring process

• The work arrangement will be discussed during the interview.
• The process may include an attribute-based assessment and skills tests, including a French proficiency assessment.
• Artificial intelligence tools may be used during recruitment.