Client Associate Wood Gundy (Financial Services)

Location: On-site at Penticton-399 Main St, Penticton, BC, Canada

Salary: CAD 25.06–27.62 per hour, plus participation in an annual discretionary incentive or bonus program.

Company

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

What you will do

• Work closely with Investment Advisors at hirify.global Wood Gundy to manage client portfolios and develop new business.
• Engage directly with high-net-worth clients, provide support, anticipate needs, and improve the client experience.
• Maintain compliance standards in client dealings and files while performing administrative activities for Investment Advisors and their teams.
• Support marketing, outreach, business development, investment plans, and written proposals for prospects and clients.
• Assist with directing assets into suitable financial products based on client risk-reward tolerances and demographic profiles.
• Attend local events, grow community networks, and connect clients with appropriate opportunities.

Requirements

• Current accreditation and good standing as an Investment Representative (IR) with the Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID).
• Experience in the financial services and/or brokerage industry, including working knowledge of various quotation equipment.
• Client-focused communication skills and the ability to identify suitable solutions.
• Motivation to achieve goals and deliver strong results.
• Empathy, active listening, and the ability to understand different perspectives.
• Critical thinking, attention to detail, organization, and decision-making skills.
• Ability to work collaboratively, maintain compliance standards, and support Investment Advisors.
• Legal eligibility to work at the specified location; a valid work or study permit may be required.

Nice to have

• Registered Representative (RR) licensing.

Culture & Benefits

• Regular part-time employment with 22.5 weekly hours and on-site work.
• 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 social points-based recognition program.
• Purpose Day, a paid day off dedicated to personal growth and development.
• Inclusive and accessible candidate and workplace environment.

Hiring process

• An attribute-based assessment and other skills tests may be required, including simulations or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.