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Financial Associate (RR Licensed) CIBC Wood Gundy

49 440 - 57 790CAD
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Financial Associate (RR Licensed) CIBC Wood Gundy (Investment Advising): Supporting Investment Advisors with high-net-worth client portfolios and business development with an accent on client engagement, investment planning, and relationship building. Focus on identifying client opportunities, building investment plans around risk tolerance, and developing community-based connections.

Location: Hamilton, ON — 21 King St. W; full-time on-site, Monday to Friday

Annual base salary: $49,440–$57,790 CAD, plus eligibility for a discretionary incentive or bonus program.

Company

hirify.global is a relationship-oriented bank providing financial services and investment solutions for clients.

What you will do

  • Support Investment Advisors at hirify.global Wood Gundy in managing client portfolios.
  • Engage directly with high-net-worth clients and improve their overall client experience.
  • Identify business opportunities and support business development activities.
  • Assist with investment plans based on client profiles, goals, and risk/reward tolerance.
  • Build community relationships through local events, marketing, and outreach activities.

Requirements

  • Current Registered Representative accreditation in good standing with CIRO Investment Dealer
  • Legally eligible to work in Canada and able to work on-site in Hamilton
  • 3–5 years of brokerage industry experience.
  • Working knowledge of quotation equipment.
  • Strong client service, communication, critical thinking, and relationship-building skills.
  • Ability to support investment advising, portfolio management, and business development activities.

Culture & Benefits

  • Competitive salary and incentive pay.
  • Banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
  • Employee share purchase plan, vacation, wellbeing support, and a social recognition program.
  • Paid Purpose Day for personal growth and development.
  • Inclusive and accessible workplace with accommodation support available.

Hiring process

  • Applications may include an attribute-based assessment and other skills tests.
  • The recruitment process may use artificial intelligence tools.

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