Client Associate (IR Licensed) Wood Gundy (Financial Services)

Location: On-site full-time in Fredericton, New Brunswick, Monday through Friday

Annual base salary: $48,880–$54,590 CAD, plus participation in an annual discretionary incentive or bonus program.

Company

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

What you will do

• Support Investment Advisors in managing high-net-worth client portfolios.
• Engage directly with clients, anticipate their needs, and improve the client experience.
• Identify business development opportunities and help build investment plans based on client profiles, goals, and risk tolerance.
• Build relationships through local events, marketing, and community 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-service, communication, critical-thinking, and analytical skills.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.

Culture & Benefits

• Competitive salary, incentive pay, and banking benefits.
• Benefits program, 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 candidate experience.

Hiring process

• May include an attribute-based assessment and other skills tests.
• Artificial intelligence tools may be used during recruitment.