Alternatives Distribution, Outbound Specialist - Analyst/ Associate

Location: Toronto, Ontario, Canada; office-based Monday–Thursday with remote work available on Friday

Salary: CAD 70,000–80,000 per year, plus bonus and equity

Company

hirify.global operates an alternative investment platform serving financial advisors and the wealth management industry.

What you will do

• Introduce financial advisors to hirify.global and secure platform registrations.
• Execute 75+ outbound calls per day using prioritized prospect lists.
• Conduct discovery calls and build detailed advisor profiles covering assets under management, client demographics, investment experience, product preferences, and compliance constraints.
• Guide advisors through registration and nurture relationships through their first trade.
• Address objections through a consultative, education-first approach and coordinate educational content, webinars, and product specialist support.
• Track conversion progress, maintain accurate Salesforce or equivalent CRM records, and escalate high-potential advisors to Senior Relationship Managers.

Requirements

• Bachelor’s degree in finance, business, economics, or a related field.
• 2–5 years of experience in outbound sales, inside sales, or financial services; wealth management or investment platform experience is preferred.
• Ability to manage high call volumes in a structured, metric-driven sales environment.
• FINRA Series 7 and Series 63 licenses required, or must be obtained within 90 days of hire.
• Strong verbal communication, time management, self-motivation, and CRM data-entry skills.
• Knowledge of alternative investments and experience supporting or selling to RIAs, wirehouses, or independent broker-dealers.

Nice to have

• Experience with Salesforce and outbound sequencing tools such as Outreach.

Culture & Benefits

• Hybrid schedule with office attendance Monday–Thursday and remote flexibility on Friday.
• Comprehensive total compensation including salary, bonus, and equity for full-time employees.
• Company-paid group medical, dental, vision, prescription, life insurance, and long-term disability benefits for employees and dependents.
• Retirement plans with company matching and unlimited paid time off.
• Inclusive workplace with equal employment opportunities and non-discrimination protections under the Ontario Human Rights Code.