Investment Associate (Finance)

Location: Edmonton, AB; work arrangement proportions of on-site and remote work will be discussed during the interview.

Company

hirify.global is a relationship-oriented bank focused on supporting clients through banking and investment services.

What you will do

• Provide administrative and operational support to the Investment Counselor in managing high-value client portfolios.
• Prepare and distribute client documentation, servicing packages, proposals, presentations, and marketing materials.
• Maintain client databases and files, update contact information, and organize appointments, correspondence, and office resources.
• Respond to client requests, inquiries, and complaints, resolving issues or referring them to the Investment Counselor when appropriate.
• Support the Investment Policy cycle from creation through trading implementation, including reviewing portfolios and advising on client maturities.
• Process account openings and closures, wire transactions, cheque deposits and issuances, cash transfers, and other client transactions.

Requirements

• Degree in business or a related field.
• Well-developed interpersonal and relationship-building skills, independent judgement, and a strong client-service orientation.
• Ability to provide and explain information about daily market activities and general knowledge of the financial industry.
• Strong attention to detail and the ability to process transactions accurately while multitasking in a fast-paced environment.
• Ability to work legally at the specified location and, where applicable, hold a valid work or study permit.

Nice to have

• Completion of the Canadian Securities Course (CSC).

Culture & Benefits

• Inclusive environment focused on belonging and an accessible candidate experience.
• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support, employee and family assistance programs, and a points-based recognition program.
• Technological tools and workspaces designed to support collaboration and innovative client solutions.

Hiring process

• The process may include an attribute-based assessment and other skills tests, including simulations or French proficiency testing where applicable.
• Artificial intelligence tools may be used during recruitment.