Administrative Associate, Wood Gundy-Bilingual (Financial Services)

Location: Montréal, Quebec, Canada; work arrangement, including the proportion of onsite and remote work, will be discussed during the interview.

Company

hirify.global is a relationship-oriented bank providing banking, investment, and financial services.

What you will do

• Support hirify.global Wood Gundy Investment Advisors with client portfolios, investment plans, written proposals, and team administration.
• Communicate with high-net-worth clients, respond to requests, provide support, and enhance the client experience.
• Verify client documents, signatures, and signing authority in line with compliance procedures.
• Review complex legal agreements for cash management products and coordinate product implementation or changes.
• Escalate unresolved documentation issues, engage internal partners, and help allocate assets to suitable financial products.
• Identify business opportunities and improve team productivity through organized administrative support.

Requirements

• Legally eligible to work in Canada and able to hold a valid work or study permit where applicable.
• Current Investment Representative accreditation in good standing with the Canadian Investment Regulatory Organization Investment Dealer.
• Completed CIRO Derivatives Exam and valid CIRO Derivatives license.
• Financial services or brokerage industry experience and working knowledge of quotation equipment.
• Fluent in French and English to serve clients in the community.
• Strong critical thinking, attention to detail, organization, client service, and collaboration skills.

Nice to have

• Registered Representative licensing.

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 offering, wellbeing support, and social recognition programs.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with support available for candidate accommodations.

Hiring process

• Work arrangement details will be discussed during the interview.
• Candidate assessment may include an attribute-based assessment, skills tests, simulations, and a French proficiency test.
• Artificial intelligence tools may be used during recruitment.