Relationship Manager, Premium Edge - Bilingual

Location: Montréal, QC, Canada. The proportion of on-site and remote work will be discussed during the interview. Applicants must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Company

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

What you will do

• Manage relationships with high-net-worth, self-directed investing clients and maintain a book of 200+ households.
• Provide professional guidance on trading policies and procedures without influencing client investment decisions.
• Handle inbound trade execution requests and accurately arrange purchase and sales orders according to client instructions.
• Review account histories, credit restrictions, coding limitations, and security checks before processing requests.
• Resolve customer complaints, escalate issues when required, and correct trading errors.
• Process trade and non-trade requests, including cash withdrawals, foreign-exchange conversions, reorganizations, and account maintenance changes.

Requirements

• 3–4 years of relevant sales and relationship management experience.
• Current accreditation and good standing in the Canadian Securities Course, Conduct and Practices Handbook, and the applicable derivatives examination or licensing program.
• Working knowledge of Canadian and U.S. stock and bond markets, including current conditions and trends.
• Fluent French and English required.
• Strong relationship-building, communication, teamwork, client-service, and compliance skills.
• Ability to use CRM tools, adapt to digital technologies, and maintain high accuracy during trade processing.

Nice to have

• MBA or CFA accreditation.
• Fluency in Mandarin and/or Cantonese.
• Experience guiding junior colleagues and strengthening internal partnerships.

Culture & Benefits

• Inclusive and accessible work environment focused on trust, teamwork, and accountability.
• Competitive compensation and banking benefits subject to program terms and conditions.
• Wellbeing support and employee and family assistance programs.
• Personalized recognition through the MomentMakers points-based program.
• Access to collaborative workspaces and technology tools.

Hiring process

• Interview discussions include the expected balance of on-site and remote work.
• An attribute-based assessment or skills tests, including a French proficiency assessment, may be required.
• Artificial intelligence tools may be used during recruitment.