Client Associate, Wood Gundy (Financial Services)

Location: Halifax, NS — on-site full-time, Monday through Friday

Company

hirify.global is a relationship-oriented bank providing financial and investment services to personal and institutional clients.

What you will do

• Work closely with Investment Advisors to manage client investment portfolios.
• Engage directly with high-net-worth clients and provide responsive support.
• Identify business opportunities and assist with investment plans based on client profiles, goals, and risk tolerance.
• Improve the client experience by anticipating needs and identifying process enhancements.
• Build community relationships through local events, marketing, and outreach activities.

Requirements

• Current accreditation and good standing as an Investment Representative with CIRO Investment Dealer.
• Experience in financial services and/or the brokerage industry.
• Working knowledge of quotation equipment.
• Strong client focus, communication, relationship-building, and business development abilities.
• Analytical thinking, attention to detail, critical thinking, and collaborative working skills.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits and a benefits program, subject to plan terms.
• Defined benefit pension plan and employee share purchase plan, subject to plan terms.
• Vacation offering, wellbeing support, and a points-based employee recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with accommodation support during the hiring process.

Hiring process

• Applicants may complete an attribute-based assessment and other skills tests, including a possible French proficiency assessment.
• Artificial intelligence tools may be used during recruitment.