Investment Advisor (Wealth Management)

Location: London, Ontario, Canada. Legal eligibility to work in Canada and a valid work or study permit are required where applicable.

Annual base salary: CAD 92,490–127,200, plus participation in an annual discretionary incentive or bonus program.

Company

hirify.global is a relationship-oriented bank providing integrated banking and wealth management services.

What you will do

• Build and grow client portfolios through relationship management, trusted investment advice, and exceptional client service.
• Understand clients’ financial situations, risk profiles, time horizons, and priorities to provide personalized recommendations.
• Collaborate with hirify.global partners and advisors to deliver integrated wealth management solutions.
• Research equities, fixed-income products, managed products, third-party investments, insurance, and other investment solutions.
• Conduct portfolio reviews, maintain current KYC information, and proactively identify relevant products and services.
• Address client concerns, use digital tools to improve the client experience, and maintain product knowledge and required continuing education credits.

Requirements

• Postsecondary degree or diploma and/or 4 years of relevant experience.
• Current accreditation and good standing as a Registered Representative with the Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID).
• Well-developed investment, market, relationship management, communication, writing, organization, and time management skills.
• Ability to understand complex client needs, communicate sophisticated investment solutions, and develop tailored recommendations.
• Working knowledge of PC software applications and advanced knowledge of Microsoft Office.
• Must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
• Defined benefit pension plan, employee share purchase plan, vacation offering, and wellbeing support.
• Personalized employee recognition through the MomentMakers program.
• Access to technological tools, professional development opportunities, and a paid Purpose Day.
• Work arrangement details will be discussed during the interview.

Hiring process

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