Client Associate, Wood Gundy

Location: Halifax, NS; on-site full-time, Monday through Friday, at Halifax-1969 Upper Water St.

Company

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

What you will do

• Work closely with Investment Advisors at hirify.global Wood Gundy to help manage client portfolios.
• Engage directly with high-net-worth clients and provide personalized support.
• Anticipate client needs, improve the client experience, and build trust through responsive communication.
• Identify business opportunities and assist with investment plans based on client profiles, goals, and risk/reward tolerance.
• Build community relationships through local events, marketing, and outreach activities.

Requirements

• Hold current accreditation and be in good standing as an Investment Representative (IR) with the Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID).
• Have experience in the financial services and/or brokerage industry.
• Have working knowledge of various quotation equipment.
• Prioritize clients and identify suitable solutions.
• Demonstrate motivation, goal orientation, and commitment to delivering strong results.
• Show empathy, listen actively, and understand different perspectives.
• Apply attention to detail, critical thinking, and sound decision-making.
• Be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, 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.
• Access to modern workspaces and technology designed to support collaboration and innovation.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible candidate and employee environment.

Hiring process

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