Onboarding Specialist (Finance)

Location: Hybrid office schedule in Toronto at 483 Bay Street, moving to the Mississauga office at 3 Robert Speck Parkway approximately in late 2026. Current work authorization for Canada is required.

Salary: CAD 65,000–76,000 total annual cash compensation, including base salary and target discretionary performance bonus.

Company

hirify.global provides investment portfolios and services to individual and institutional investors.

What you will do

• Prepare, process, review, and verify account applications, transfer requests, and other client documentation.
• Coordinate account opening and onboarding activities while ensuring accuracy and regulatory compliance.
• Follow up with clients and Wealth Advisors to resolve onboarding issues and satisfy client needs.
• Act as a first point of contact for client inquiries by phone and email and maintain accurate CRM records.
• Liaise with the custodian on account opening and transfer operations.
• Identify documentation risks and contribute to continuous onboarding process improvements.

Requirements

• 1–2 years of experience in a related field, preferably involving account administration and back-office processing.
• Post-secondary education in Business, Commerce, Finance, or equivalent work experience.
• Successful completion of the Canadian Investment Funds Course (IFIC) or Canadian Securities Course (CSC).
• Knowledge of the mutual fund industry and applicable regulatory and government requirements.
• Strong writing, interpersonal, client service, organizational, and prioritization skills.
• Current work authorization for Canada is required.

Nice to have

• Knowledge of Fidelity Clearing Canada product offerings.
• Bilingual English and French communication skills.

Culture & Benefits

• Flexible working arrangements, including remote, hybrid, and in-office options across the organization.
• RRSP contributions after six months of employment, 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 a generous paid time-off policy.
• Professional development through training courses, tuition reimbursement, and support for required designations.
• Inclusive workplace with diversity programs and Employee Resource Groups.