Client Associate (Investment Banking)

Location: Toronto, ON; on-site full-time Monday through Friday at 4110 Yonge Street. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.

Annual base salary: $51,500–$60,200, plus participation in an annual discretionary incentive or bonus program.

Company

hirify.global is a relationship-oriented bank focused on helping clients and providing banking, investment, and financial services.

What you will do

• Work closely with Investment Advisors at hirify.global Wood Gundy to manage client portfolios and support business development.
• Engage directly with high-net-worth clients, anticipate their needs, and improve the client experience.
• Identify business opportunities and assist with investment plans based on client profiles, goals, and risk/reward tolerance.
• Build client and community relationships through local events, marketing, and outreach activities.
• Support proposals, business documentation, financial products, investment portfolios, and transaction banking activities.

Requirements

• Current accreditation and good standing as an Investment Representative (IR) with the Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID).
• Brokerage industry experience and working knowledge of various quotation equipment.
• Client-focused communication skills and the ability to identify appropriate solutions.
• Motivation to achieve goals and deliver strong results.
• Empathy, active listening, and the ability to understand different perspectives.
• Critical thinking, attention to detail, and sound decision-making skills.
• High standards, genuine care in professional relationships, and a commitment to personal growth.

Nice to have

• Registered Representative (RR) license.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
• Defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support.
• Personalized recognition through the MomentMakers social points-based program.
• Access to technological tools and collaborative spaces for developing client-focused solutions.
• Purpose Day, a paid day off dedicated to personal growth and development.
• Inclusive and accessible candidate and workplace experience.

Hiring process

• The process may include an attribute-based assessment and skills tests, such as simulation, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.