Назад
Company hidden
2 дня назад

Financial Associate

50 840 - 59 350CAD
Формат работы
onsite
Тип работы
fulltime
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 (Investment Portfolios): Supporting Investment Advisors in managing portfolios and developing new business with an accent on high-net-worth client engagement, investment planning, and relationship building. Focus on identifying client opportunities, improving the client experience, and supporting outreach and marketing activities.

Location: On-site full-time in Mississauga, Ontario, Monday through Friday

Salary: CAD 50,840–59,350 annual base salary, plus participation in an annual discretionary incentive or bonus program.

Company

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

What you will do

  • Work closely with Investment Advisors to help manage investment portfolios.
  • Engage directly with high-net-worth clients, provide support, and improve the client experience.
  • Identify business opportunities and assist with developing investment plans based on client profiles, goals, and risk/reward tolerance.
  • Build relationships through local events, marketing, and outreach activities.
  • Support the growth of client networks and future business opportunities.

Requirements

  • Legally eligible to work in Canada at the specified location, with a valid work or study permit where applicable.
  • Current accreditation and good standing as a Registered Representative with the Canadian Investment Regulatory Organization Investment Dealer.
  • Experience in financial services and/or the brokerage industry.
  • Working knowledge of various quotation equipment.
  • Client-focused communication, business development, analytical thinking, critical thinking, and collaborative skills.

Culture & Benefits

  • Competitive salary, incentive pay, banking benefits, and a benefits program.
  • Defined benefit pension plan and employee share purchase plan, subject to plan terms and conditions.
  • Vacation offering, wellbeing support, and a social points-based recognition program.
  • Professional growth and development opportunities, including a paid Purpose Day.
  • Accessible and inclusive candidate and workplace experience.

Hiring process

  • The process may include an attribute-based assessment and other skills tests, including French proficiency testing where applicable.
  • Artificial intelligence tools may be used during recruitment.

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