Senior Private Banking Associate

Location: Mississauga, Ontario, Canada; work arrangement with on-site and remote proportions discussed during the interview.

Company

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

What you will do

• Manage and grow portfolios of cash management, lending, investment, and wealth advisory products and services.
• Provide transactional banking support, respond to client queries, and deliver consistent service to High Net Worth clients.
• Review client portfolios and financial needs, identify opportunities, and introduce relevant banking, credit, investment, retirement, and estate planning solutions.
• Acquire new High Net Worth clients with sophisticated financial needs and develop internal and external referral networks.
• Build client relationships, retention strategies, action plans, and solutions for banking, credit, investment, and wealth advisory needs.
• Perform ongoing risk assessments and in-depth financial analysis, follow bank risk standards, review Local Level Reporting, and develop portfolio target plans.

Requirements

• Experience with personal financial planning concepts and strong knowledge of banking, investment, and credit products and services.
• Experience in financial services, including private client, private banking, advisory, brokerage, or related work.
• Legal eligibility to work at the specified location in Canada; a valid work or study permit is required where applicable.
• Critical thinking skills and attention to detail to support decision-making.
• Ability to provide client-focused service, build relationships, and identify suitable financial solutions.
• Ability to comply with bank risk standards and guidelines.

Nice to have

• 3–5 years of experience as a Private Banker.

Culture & Benefits

• Hybrid work arrangements with the on-site and remote proportion discussed during the interview.
• 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 points-based recognition program.
• Access to development initiatives, including a paid Purpose Day for personal growth and development.
• Inclusive and accessible candidate and employee environment.

Hiring process

• An attribute-based assessment and other skills tests may be required, including simulations, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.