Onboarding Specialist (Financial Services)

Location: Vancouver, British Columbia, Canada; hybrid office schedule. Current work authorization for Canada is required.

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

Company

hirify.global provides investment portfolios and services to individual and institutional clients across Canada.

What you will do

• Prepare and process account applications, transfer requests, and other client documentation.
• Coordinate client onboarding and account opening while ensuring accuracy and regulatory compliance.
• Collect, review, and verify documentation; monitor progress and resolve issues with clients and advisors.
• Serve as a first point of contact 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 improvements.

Requirements

• 1–2 years of related experience in account administration, operations, or a similar field.
• 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 mutual funds and applicable regulatory and government requirements.
• Strong writing, interpersonal, organizational, prioritization, and client service skills.
• Current authorization to work in Canada and availability for the Vancouver hybrid office schedule.

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, with this role operating on a hybrid schedule.
• Company RRSP contributions after six months, without employee matching requirements.
• Employer-paid health benefits from the first day, including mental health and therapy coverage.
• Parental leave top-up, paid volunteer time, and up to CAD 650 for home office equipment.
• Professional development through training courses, tuition reimbursement, and designation completion rewards.