Wealth Advisor/Financial Planner (Finance)

Location: Toronto office with a flexible 100% remote work schedule; remote and hybrid arrangements are 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 individuals and institutions and has served Canadian investors for over 35 years.

What you will do

• Support new-client onboarding and provide concierge-level service to improve satisfaction and retention.
• Advise clients on portfolio investments, financial planning strategies, and moderate or basic financial goals.
• Prepare client plans and proposals using financial planning software and conduct investment suitability assessments.
• Manage an assigned client base, educate clients and prospects about products and strategies, and increase client engagement and business growth.
• Build long-term client relationships through meetings, planning, reporting, and responsive service.
• Coordinate with portfolio services, investments, products, operations, and client services teams to deliver onboarding and operational support.

Requirements

• University degree in Business, Commerce, Finance, or a related field, or equivalent work experience.
• 5+ years of experience in the financial services industry.
• Strong knowledge of investment products, product structures, capital markets, and financial planning tools.
• Successful completion of the Canadian Securities Course (CSC).
• Registered Representative (RR) licensing with the ability to sell mutual funds and securities, plus compliance with CIRO proficiency requirements.
• Strong communication, listening, relationship management, client-service, and teamwork skills.

Nice to have

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

Culture & Benefits

• Flexible remote and hybrid work arrangements.
• Competitive compensation with bonus opportunities and a profit-sharing program.
• Company RRSP contributions without employee matching, beginning after six months of employment.
• Health coverage with no employee-paid premiums, including up to CAD 5,000 for therapy, plus a Health Care Spending Account.
• Generous time off, parental leave top-up to 100% of salary for 25 weeks, volunteer days, home-office equipment support, training courses, tuition reimbursement, and professional designation support.

Hiring process

• Hiring decisions are reviewed and finalized by Fidelity recruiters.
• Only selected candidates will be contacted for an interview.