Private Banking Advisor (Wealth Management)

Location: Fredericton-448 Queen Street, Canada. The proportion of on-site and remote work will be discussed during the interview.

Company

hirify.global is a relationship-oriented bank providing banking, private wealth management, investment, credit, and financial advisory services.

What you will do

• Manage and grow a portfolio of high-net-worth clients across cash management, lending, investment, and private banking products.
• Assess client risks and perform in-depth financial analysis, resolving complex credit issues with Credit Specialists and Commercial Banking.
• Review client portfolios holistically and identify opportunities across investment, retirement, estate planning, and other wealth advisory services.
• Acquire new clients with sophisticated financial needs and develop opportunities in the high-net-worth market.
• Participate in large deal teams for ultra-high-net-worth clients and build relationships through business, community, charitable, and industry networks.
• Keep current with economic conditions, financial trends, product developments, and legislative changes to provide relevant client advice.

Requirements

• Current accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer licensing.
• Professional Financial Planning Course completion and continuing education toward the Certified Financial Planner designation.
• Experience in personal financial planning and strong knowledge of banking, investment, credit, and financial products.
• Financial services experience in private banking, wealth advisory, or brokerage.
• Demonstrated ability to build and maintain client relationships, identify consolidation opportunities, and develop new business.
• Legal eligibility to work at the specified Fredericton location is required; a valid work or study permit may be required.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan.
• Vacation, wellbeing support, and a social recognition program.
• Professional growth and development opportunities, including a paid Purpose Day.
• Inclusive, collaborative environment focused on innovation, accountability, teamwork, and client service.

Hiring process

• An attribute-based assessment and other skills tests may be required, including a French proficiency assessment where applicable.
• Artificial intelligence tools may be used during recruitment.