Wealth Advisor/Financial Planner

Location: Vancouver office with a flexible 100% remote work schedule; remote and hybrid arrangements are also available. Current work authorization for Canada is required.

Base salary: CAD 100,000–140,000 annually, plus variable compensation and RRSP contributions.

Company

hirify.global provides investment portfolios and financial services to Canadian individual and institutional investors.

What you will do

• Advise clients on portfolio investments, financial planning strategies, products, and long-term financial goals.
• Prepare client plans, proposals, suitability assessments, and moderate investment recommendations.
• Support onboarding and transition processes while providing a concierge-level client experience.
• Manage an assigned client base, develop long-term relationships, and identify opportunities to grow client portfolios.
• Coordinate with portfolio services, investments, products, operations, back-office, and middle-office partners.
• Provide ongoing meetings, planning, reporting, operational support, and responses to client requests.

Requirements

• University degree in Business, Commerce, Finance, or a related field, or equivalent experience.
• 5+ years of experience in the financial services industry.
• In-depth knowledge of investment products, product structures, capital markets, and the investment industry.
• Strong familiarity with financial planning tools and software, plus excellent communication, listening, and relationship management skills.
• Successful completion of the Canadian Securities Course; Registered Representative licensing with the ability to sell mutual funds and securities; and compliance with CIRO proficiency requirements.
• Current authorization to work in Canada is required.

Nice to have

• Bilingual English/French communication skills.
• Progress toward the CIM or CFA Level 1 designation.
• CFP or PFP certification.

Culture & Benefits

• 100% remote and hybrid work arrangements with a flexible work model.
• Competitive total compensation with bonus opportunities and participation in a profit-sharing program.
• Employer RRSP contributions without employee matching, beginning after six months of employment.
• Health benefits, health care spending account, virtual care, therapy coverage, and fitness reimbursement.
• Generous time off, parental and adoption leave top-up, volunteer days, home office equipment support, training courses, tuition reimbursement, and professional designation support.