Associate Private Banking Advisor (Wealth Management)

Location: Vancouver, BC, Canada; work arrangement details, including on-site and remote proportions, will be discussed during the interview.

Company

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

What you will do

• Work with a Senior Private Banker to manage and grow high-net-worth and ultra-high-net-worth client portfolios.
• Support clients with transactional banking needs across cash management, lending, investment products, and related services.
• Assess client risk and financial needs, perform in-depth analysis, and resolve complex credit issues with Credit Specialists and Commercial Banking.
• Review portfolios, identify opportunities for broader product and service adoption, and introduce clients to partners across the bank.
• Acquire new clients, develop business opportunities, and participate in large deal teams for ultra-high-net-worth clients.
• Maintain current knowledge of economic conditions, financial products, legislation, and market developments while building a professional community network.

Requirements

• Current accreditation and good standing as an Investment Representative with the Canadian Investment Regulatory Organization Investment Dealer.
• 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, and credit products and services.
• Financial services experience in private banking, wealth advisory, or brokerage.
• Strong relationship management skills and demonstrated success building and maintaining client relationships.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.

Nice to have

• An established profile in the local business community.
• Experience serving professional services clients and participating in community, charitable, or industry organizations.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan.
• Vacation offering, wellbeing support, and a social recognition program.
• Professional growth opportunities, including a paid Purpose Day for personal development.
• Inclusive and accessible candidate experience.

Hiring process

• An attribute-based assessment and other skills tests may be required.
• Recruitment may use artificial intelligence tools; French proficiency testing may apply where relevant.