Administrative Associate, Wood Gundy-Bilingual

Location: Montreal-1 Place Ville Marie, Canada; work arrangement details, including the proportion of on-site and remote work, will be discussed during the interview.

Company

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

What you will do

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

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 is required to serve clients in the community.
• Strong administrative, organizational, critical-thinking, analytical, and client-service skills.
• Ability to maintain compliance standards, verify documentation, and handle complex legal agreements.
• Legal eligibility to work in Canada is required; where applicable, a valid work or study permit must be held.

Nice to have

• Registered Representative (RR) licensing.

Culture & Benefits

• Regular full-time employment with a 37.5-hour work week.
• Competitive salary, incentive pay, banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms and conditions.
• Employee share purchase plan, vacation offering, wellbeing support, and a points-based recognition program.
• Technology-enabled collaborative workspaces and opportunities for professional growth and development.
• Inclusive and accessible candidate and workplace experience.

Hiring process

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