Private Banking Advisor (Wealth Management)

Location: Ottawa, ON, Canada; work arrangement includes on-site and remote work, with the proportion discussed during the interview.

Company

hirify.global is a relationship-oriented bank providing banking, wealth management, investment, lending, and financial planning services.

What you will do

• Manage and grow a portfolio of high-net-worth clients across cash management, lending, investment, and private banking services.
• Conduct risk assessments, financial analysis, portfolio reviews, and holistic financial needs assessments.
• Resolve complex credit issues in collaboration with Credit Specialists and Commercial Banking.
• Acquire new clients with sophisticated financial needs and develop opportunities within the high-net-worth market.
• Participate in large deal teams for ultra-high-net-worth clients and build relationships through business, charitable, and industry networks.
• Monitor economic conditions, financial trends, product developments, and legislative changes relevant to clients.

Requirements

• Current accreditation and good standing as an Investment Representative with the Canadian Investment Regulatory Organization Investment Dealer.
• Professional Financial Planning Course and continuing education toward the Certified Financial Planner designation.
• Experience in private banking, wealth advisory, brokerage, or related financial services.
• Strong knowledge of personal financial planning, banking, investment, and credit products and services.
• Demonstrated relationship management, client acquisition, financial analysis, and business development skills.
• Legal eligibility to work in Canada and, where applicable, a valid work or study permit.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, employee benefits, defined benefit pension plan, and employee share purchase plan.
• Vacation offering, wellbeing support, and personalized recognition programs.
• Professional development opportunities, including a paid Purpose Day.
• Inclusive and accessible candidate and workplace environment.

Hiring process

• Possible attribute-based assessments and skills tests, including simulation or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.