Associate, Premium Edge

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

Annual base salary: $56,500–$77,000, plus participation in an annual discretionary incentive or bonus program.

Company

hirify.global is a relationship-oriented bank focused on delivering financial services and investment support for modern clients.

What you will do

• Provide professional service to high-net-worth, self-directed investing clients and explain relevant trading policies and procedures without influencing client decisions.
• Handle inbound purchase and sell orders, execute trades accurately according to client instructions, and comply with CIRO-ID regulations and hirify.global ISI policies.
• Resolve customer inquiries efficiently, maintain service levels, minimize wait times, and address trading errors with supervisors and the error desk.
• Support the Premium Edge client book, outbound sales programs, new initiatives, and improvements to the client experience.
• Verify client qualifications, account history, coding limitations, security checks, credit violations, and other restrictions before processing requests.
• Process trade and non-trade requests, including GOW requests, reorganizations, cash withdrawals, FX conversions, SRMs, and account maintenance changes.

Requirements

• Current accreditation and good standing in the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and DFOL course completed before December 2025 or the CIRO Derivatives Exam completed after December 2025.
• 1–3 years of relevant experience in sales and relationship management.
• Fluent English.
• Ability to demonstrate knowledge of Canadian and U.S. stock and bond markets, including current conditions and trends; this is preferred.
• Ability to take ownership, lead initiatives, deliver results, adapt to change, and use evolving digital tools and technologies.
• Legal eligibility to work at the specified location is required; a valid work or study permit may be required.

Nice to have

• MBA or CFA accreditation.
• Fluency in Mandarin, Cantonese, and/or French.

Culture & Benefits

• Inclusive work environment with an accessible candidate experience and accommodation support.
• Competitive compensation, banking benefits, wellbeing support, employee and family assistance programs, and the MomentMakers recognition program.
• Access to collaborative workspaces and technology designed to support innovative client solutions.
• Regular employment with a 37.5-hour work week.

Hiring process

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