Financial Planner - Central Canada - Manitoba/Saskatchewan/Alberta (Wealth Management)

Location: Edmonton, Alberta; Regina, Saskatchewan; and Calgary, Alberta. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview. Candidates must be legally eligible to work in Canada and hold a valid work or study permit where applicable.

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 strategies for high-net-worth clients.
• Analyze clients’ financial situations, family dynamics, investment portfolios, and goals to identify planning opportunities.
• Prepare and present holistic plans covering retirement, education, intergenerational estate considerations, future income, business transition, tax minimization, protection, and philanthropy.
• Explain economic and market conditions and their impact on client portfolios.
• Partner with banking-centre advisors and relationship managers to coordinate products, services, referrals, and client support.
• Identify high-value client opportunities and conduct information sessions or seminars for relationship managers.

Requirements

• Postsecondary degree or diploma and/or at least 4 years of relevant experience.
• Typically 7–10 years of financial advisory or sales experience with high-net-worth clients.
• Extensive investment knowledge and expertise, with a strong understanding of markets, legislation, competitors, regulators, trends, and economic impacts.
• Current accreditation and good standing as a Registered Representative with CIRO Investment Dealer, or current CIRO Mutual Fund Dealer licensing; CFP designation required upon hire.
• For Quebec: current AMF licensing, successful completion of the Canadian Investment Funds Course or Canadian Securities Course, and Registered Retirement Consultant qualification.
• Strong analytical, presentation, client-service, relationship-building, and collaboration skills.
• Ability to respond to detailed and complex inquiries from sophisticated, knowledgeable, high-net-worth clients.

Nice to have

• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Regular employment with a 37.5-hour work week.
• Competitive salary, incentive pay, banking benefits, benefits program, defined-benefit pension plan, employee share purchase plan, vacation, wellbeing support, and recognition programs, subject to plan terms.
• Access to workplace technology and spaces designed for collaboration and client impact.
• Inclusive and accessible work environment with development opportunities, including a paid Purpose Day.

Hiring process

• The recruitment process may include an attribute-based assessment and skills tests, such as simulation, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.
• Accommodation is available during the application process upon request.