Investment Advisor (Wealth Management)

Location: Calgary, AB, Canada; 500 Centre Street SE. Work arrangement details will be discussed during the interview.

Company

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

What you will do

• Build and grow Wood Gundy client portfolios through relationship management, investment advice, and client service.
• Research investment products and make recommendations based on clients’ financial situations, risk profiles, time horizons, and personal factors.
• Develop investment plans and written proposals for prospects and clients.
• Build and maintain a portfolio of high-net-worth clients through telemarketing, networking, seminars, trade shows, referrals, and other sales methods.
• Participate in client and prospect seminars and collaborate with the broader wealth management team.
• Own processes and milestones while connecting clients with relevant people and networks across the bank.

Requirements

• Postsecondary degree or diploma and/or 4 years of relevant experience.
• Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
• Extensive knowledge of investment products and services.
• Excellent time management and organizational skills, including the ability to meet multiple tight deadlines in a high-pressure environment.
• Strong interpersonal, relationship-building, networking, prospecting, presentation, writing, and communication skills.
• Ability to analyze information and trends and apply them to individual client circumstances.
• Ability to develop client relationships, investment plans, written proposals, and seminar materials.
• Legally eligible to work at the specified location and, where applicable, holding a valid work or study permit.

Culture & Benefits

• Regular full-time employment with 37.5 weekly hours.
• Competitive compensation, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and points-based recognition.
• Access to technological tools and collaborative spaces supporting client-focused solutions.
• Paid Purpose Day supporting personal growth and development.
• Inclusive and accessible workplace with accommodation support available.

Hiring process

• Work arrangement details will be discussed during the interview.
• 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.