Financial Planning Consultant (Investment Planning)

Location: Hamilton, Ontario, Canada; work arrangement includes a proportion of on-site and remote work to be discussed during the interview

Company

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

What you will do

• Provide expert financial planning counsel and specialized wealth management solutions to high-net-worth clients.
• Analyze clients’ financial situations, investment portfolios, priorities, and family dynamics.
• Prepare and present holistic plans covering retirement, education, intergenerational estate planning, income needs, and wealth-building strategies.
• Advise clients on economic and market conditions and their impact on investment portfolios.
• Partner with banking centre advisors and relationship managers to coordinate product and service delivery and identify referrals.
• Conduct information sessions and seminars for relationship managers and advisors.

Requirements

• Postsecondary degree or diploma and/or at least four years of relevant experience.
• Typically seven to ten years of financial advisory or sales experience with high-net-worth clients.
• Extensive investment knowledge and a strong understanding of financial markets, legislation, competitors, regulators, and industry trends.
• Current accreditation and good standing as a Registered Representative with CIRO Investment Dealer and/or CIRO Mutual Fund Dealer, with CFP designation upon hire.
• For Quebec-related practice: current AMF licensing, completion of CIFC or CSC, and Registered Retirement Consultant certification.
• Legal eligibility to work in Canada at the specified location is required; a valid work or study permit may be required.

Nice to have

• CSI/ICB Investment and Taxation Fundamentals Course – Quebec.
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course.
• Registered Representative or related advanced financial planning credentials.

Culture & Benefits

• Relationship-oriented environment focused on trust, teamwork, accountability, and client-first service.
• Competitive compensation, banking benefits, employee benefits program, and defined benefit pension plan.
• Employee share purchase plan, vacation offering, wellbeing support, and recognition program.
• Access to professional growth and development initiatives, including a paid Purpose Day.
• Inclusive and accessible candidate and employee experience.

Hiring process

• Work arrangement details are discussed during the interview.
• An attribute-based assessment or skills tests, including a French proficiency assessment where applicable, may be required.
• Artificial intelligence tools may be used during recruitment.