Client Experience Associate, Investly

Location: Hybrid schedule in Toronto, Canada; current work authorization for Canada is required. The work location is 483 Bay Street in Toronto until approximately 2026, then the new Mississauga office at 3 Robert Speck Parkway.

Salary: Total annual cash compensation of $79,000–$96,000 CAD, including base salary and target bonus.

Company

hirify.global provides investment portfolios and services for individual and institutional investors and focuses on innovation, client outcomes, and professional development.

What you will do

• Support prospects and clients throughout product evaluation, onboarding, and ongoing application use.
• Educate prospective clients using approved content, answer product and industry questions, and help drive product adoption.
• Identify onboarding issues and provide troubleshooting guidance within established servicing processes.
• Diagnose Android, iOS, device, and application-related issues using FAQs and established support procedures.
• Log suspected application bugs for software-team tracking and escalate issues to the appropriate teams.
• Collect qualitative user feedback and represent recurring client pain points in product planning discussions.

Requirements

• Current work authorization for Canada is required.
• At least 3 years of financial-services experience in back-office, sales, or client support.
• Experience working with metrics and data-driven organizations in client-facing roles.
• University degree or equivalent work experience.
• Strong communication, active listening, relationship-building, organization, time management, curiosity, and problem-solving skills.
• Deep proficiency with diverse digital tools and the ability to remain professional in challenging customer situations.

Nice to have

• Experience with digital products.
• French bilingualism.
• Experience interacting with a custodial platform.

Culture & Benefits

• Hybrid and flexible working arrangements in a diverse, inclusive, and people-centric environment.
• RRSP contribution after six months, with no employee matching required.
• Health benefits from the first day, including employer-paid premiums and up to $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 annual paid volunteer days.
• Up to $650 for home office equipment.
• Professional development through more than 11,000 training courses, tuition reimbursement, and support for required designations.

Hiring process

• Selected candidates will be contacted for an interview.
• Accommodation is available on request during the application process.