Investment Associate

Location: Calgary, AB, Canada. The work arrangement, including the proportion of onsite and remote work, will be discussed during the interview. Legal eligibility to work at the specified location and, where applicable, a valid work or study permit are required.

Company

hirify.global is a relationship-oriented bank providing banking and investment services for clients.

What you will do

• Provide administrative support to the Investment Counselor in managing high-value portfolios and maximizing productivity.
• Prepare and distribute client documentation, servicing packages, proposals, presentations, and marketing materials.
• Maintain client databases and files, keep contacts current, and follow audit guidelines and processes.
• Support client service by resolving account inquiries and complaints, coordinating with clients and third parties, and providing exceptional service to high-net-worth clients.
• Support account opening, closures, referrals, transactions, wire transfers, cheque deposits and issuances, and cash transfers.
• Support the Investment Policy cycle from creation through trading implementation, monitor maturities, and review portfolios monthly.

Requirements

• Degree in business or a related field.
• Knowledge of daily market activities sufficient to provide and explain information to clients.
• General knowledge of the financial industry.
• Critical thinking skills, attention to detail, and sound decision-making ability.
• Client-focused approach, strong relationship-building skills, high standards, and genuine care in client interactions.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required where applicable.

Nice to have

• Completion of the Canadian Securities Course (CSC).

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, a defined benefit pension plan, and an employee share purchase plan, subject to plan and program terms.
• Vacation offering, wellbeing support, and a points-based employee recognition program.
• Technological tools and workspaces designed to support collaboration and innovation.
• Purpose Day, a paid day off dedicated to personal growth and development.
• Inclusive and accessible candidate and workplace environment.

Hiring process

• Work arrangement details will be discussed during the interview.
• An attribute-based assessment and other skills tests may be required, including simulations, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.