Wealth Solutions, Registered Plans Specialist

Location: Toronto, ON; Toronto-81 Bay, 12th Floor. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview. Candidates must be legally eligible to work in Canada and hold a valid work or study permit where applicable.

Annual base salary: $66,090–$85,550 CAD, plus participation in an annual discretionary incentive or bonus program.

Company

hirify.global is a relationship-oriented bank providing financial products and advisory services for personal, private wealth, and investment clients.

What you will do

• Support day-to-day management of registered plans products for hirify.global Private Investment Counsel and hirify.global Wood Gundy.
• Develop tactical plans, prepare proposals and reports, optimize products, and execute approved initiatives.
• Review registered savings and investment client journeys to improve client experience while meeting regulatory requirements.
• Provide advisory backup support, answer frontline sales questions, manage escalations, and maintain referral and reporting logs.
• Implement program enhancements and process improvements in collaboration with internal partners.
• Support strategy development and execution against product priorities.

Requirements

• 2–3 years of experience working in a financial institution.
• Solid understanding of registered plans and pension plans.
• Product management, analytical, communication, prioritization, and problem-solving skills.
• Ability to interpret complex information, exercise independent judgment, and adapt established procedures.
• Strong relationship-building and collaboration skills with internal partners.
• Legal eligibility to work in Canada and a valid work or study permit where applicable.

Culture & Benefits

• Inclusive and accessible candidate and employee experience.
• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support and employee and family assistance programs.
• MomentMakers social recognition program.
• Office spaces and technology designed to support collaboration and innovation.

Hiring process

• Interviews will include discussion of the role’s on-site and remote work arrangement.
• An attribute-based assessment or other skills tests may be required, including a French proficiency assessment where applicable.
• Artificial intelligence tools may be used during the recruitment process.