Client Associate, Investment Advisor, Wood Gundy-Bilingual (Investment Banking)

Location: Québec City, QC — Ste Foy, 2828 Laurier Bl S1000. The proportion of on-site and remote work will be discussed during the interview.

hirify.global is a relationship-oriented Canadian bank focused on client service, investment solutions, and meaningful financial outcomes.

What you will do

• Support Investment Advisors in managing and growing high-net-worth client portfolios.
• Engage directly with clients, provide responsive support, and improve the client experience.
• Identify business development opportunities and help build investment plans based on client goals, profiles, and risk tolerance.
• Build relationships through local events, marketing activities, and community outreach.
• Develop networks that create lasting client and business opportunities.

Requirements

• Current accreditation and good standing as an Investment Representative with the Canadian Investment Regulatory Organization Investment Dealer.
• Financial services or brokerage industry experience and working knowledge of quotation equipment.
• Registered Representative licensing is an asset.
• Fluency in French and English is required to serve clients in the community.
• Critical thinking, attention to detail, client focus, communication, and business development skills.
• Legal eligibility to work in Canada and, where applicable, a valid work or study permit.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan, subject to plan terms.
• Vacation offering, wellbeing support, and employee recognition through MomentMakers.
• Professional development opportunities, including a paid Purpose Day.
• Inclusive and accessible candidate and employee experience.

Hiring process

• The work arrangement will be discussed during the interview.
• The process may include an attribute-based assessment and skills tests, including French proficiency testing.
• Artificial intelligence tools may be used during recruitment.