Administrative Associate- Wood Gundy-Bilingual

Location: Montréal, QC, Canada; work arrangement details, including the proportion of on-site and remote work, will be discussed during the interview.

Competitive salary and incentive pay are offered.

Company

hirify.global is a relationship-oriented bank providing financial services, investment advice, and client portfolio support.

What you will do

• Support hirify.global Wood Gundy Investment Advisors with portfolio administration and team operations.
• Communicate directly with high-net-worth clients, respond to requests, and enhance the client experience.
• Maintain compliance standards across client files and administrative processes.
• Assist with investment plans, written proposals, and redirecting assets to appropriate financial products based on client risk tolerance and demographic profiles.
• Verify signatures and documents, review complex legal agreements for cash management products, and resolve signing-authority gaps.
• Improve team productivity, uncover business opportunities, and support asset allocation activities.

Requirements

• Current accreditation and good standing as an Investment Representative (IR) with the Canadian Investment Regulatory Organization — Investment Dealer (CIRO-ID).
• Financial services and/or brokerage industry experience.
• Working knowledge of various quotation equipment.
• Fluency in French and English to serve clients in the community.
• Strong critical-thinking, organizational, documentation, and client-service skills.
• Ability to maintain compliance standards, verify documentation, review legal agreements, and escalate unresolved issues.
• Legal eligibility to work at the specified location; a valid work or study permit may be required where applicable.

Nice to have

• Registered Representative (RR) licensing.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
• Defined benefit pension plan and employee share purchase plan, subject to plan terms.
• Vacation offering, wellbeing support, and a points-based recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible work environment with employee development opportunities.

Hiring process

• Interview discussions include the specific on-site and remote work arrangement.
• An attribute-based assessment and other skills tests, including French proficiency testing, may be required.
• Artificial intelligence tools may be used during recruitment.