Investly Business Development Associate - Calgary

Location: Calgary office with a hybrid schedule; current work authorization for Canada is required

Salary: CAD 59,000–71,000 total annual cash compensation, including base salary and target bonus

Company

hirify.global provides investment portfolios and services to individuals and institutions, including Investly, a guided-investing app for Canadian investors.

What you will do

• Identify and secure sponsorship opportunities with local organizations, clubs, and events to support investor acquisition and assets under management.
• Build regional business development initiatives and collaborate with Marketing, Compliance, Finance, Growth, and Digital Client Experience teams.
• Prospect relationships, conduct outbound calls and emails, follow up with clients, coordinate meetings, and respond to inquiries within service-level agreements.
• Plan, organize, negotiate, and host client events, including venue selection, invitations, RSVPs, business entertainment, and workplace gift programs.
• Present educational sessions on personal finance, investing fundamentals, and budgeting.
• Capture client feedback, create reports and marketing materials, support social media activity, and contribute insights to the Investly product roadmap.

Requirements

• University degree in finance, business administration, or a relevant field, or equivalent work experience.
• At least 1 year of experience in financial services, preferably in sales or customer service.
• Excellent verbal and written communication, presentation, persuasion, and interpersonal skills.
• Experience with upselling and cross-selling, customer needs analysis, workload prioritization, and regional metrics.
• Strong computer skills, including Microsoft Office, and experience with a CRM tool such as Salesforce.
• Current authorization to work in Canada is required.

Culture & Benefits

• Hybrid and flexible working arrangements.
• Discretionary performance bonus and company RRSP contributions after six months, with no employee matching required.
• Employer-paid health benefits from the first day, including up to CAD 5,000 annually for mental health services and therapy.
• Parental leave top-up to 100% of salary for 25 weeks and generous paid time off, including two paid volunteer days annually.
• Up to CAD 650 for home office equipment.
• Professional development through more than 11,000 training courses, tuition reimbursement, and rewards for completing a required designation.