Client Associate (RR Licensed) CIBC Wood Gundy (Financial Services)

Location: On-site full-time in Toronto, Ontario, Monday through Friday. Candidates must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

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

Company

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

What you will do

• Support Investment Advisors in managing portfolios and developing new business.
• Engage directly with high-net-worth clients and proactively improve their experience.
• Identify business opportunities and assist with investment plans based on client profiles, goals, and risk/reward tolerance.
• Build relationships through community events, marketing, and outreach activities.
• Administer client accounts and respond to client and advisor inquiries.
• Apply knowledge of portfolio administration, separately managed accounts, structured products, mutual funds, and regulatory requirements.

Requirements

• Current Registered Representative accreditation in good standing with CIRO Investment Dealer.
• Minimum 3 years of relevant experience.
• Experience in financial services and/or the brokerage industry.
• Working knowledge of quotation equipment.
• Strong analytical thinking, critical thinking, collaboration, client service, and business development skills.
• Legal eligibility to work in Canada and, where applicable, a valid work or study permit.

Nice to have

• Progress toward or interest in obtaining Certified Financial Planner and Chartered Investment Manager designations.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan and employee share purchase plan.
• Vacation offering, wellbeing support, and social recognition programs.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with accommodation support available.

Hiring process

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