Wealth Advisor/Financial Planner (Finance)

TL;DR

Wealth Advisor/Financial Planner (Finance): Providing investment advice and creating comprehensive financial plans for clients with an accent on portfolio optimization and long-term financial goal setting. Focus on managing client relationships, executing suitability assessments, and integrating digital-first onboarding experiences.

Location: Must have current work authorization for Canada. Remote or Hybrid (Vancouver Office).

Salary: $100,000 – $140,000 CAD base salary + bonus

Company

hirify.global is a leading investment firm that has helped Canadian investors build better financial futures for over 35 years through trusted portfolios and innovative services.

What you will do

• Advise clients on portfolio investments and prepare detailed financial plans and proposals.
• Manage an assigned client base, proactively educating them on investment strategies, products, and services.
• Partner with the transition team to coordinate the onboarding process for new clients.
• Develop and maintain long-term client relationships through regular meetings and reporting.
• Collaborate with internal partners in portfolio services, investments, and operations to execute relationship strategies.
• Provide operational support and exceptional client experiences across digital and traditional channels.

Requirements

• Current work authorization for Canada is required.
• 5+ years of experience in the financial services industry.
• University degree in Business, Commerce, Finance, or a related field.
• Successful completion of the Canadian Securities Course (CSC) and licensure as a Registered Representative (RR).
• Must meet CIRO proficiency requirements.
• In-depth understanding of capital markets, product structures, and investment industry.

Nice to have

• Bilingual proficiency in English and French.
• Progress towards or completion of CIM or CFA (Level 1).
• CFP (Certified Financial Planner) or PFP (Personal Financial Planner) designation.

Culture & Benefits

• Flexible 100% remote or hybrid work arrangements.
• Competitive total compensation including base salary, bonus, and a profit-sharing program.
• Company-funded RRSP contributions with no employee matching required.
• Comprehensive health benefits, including a Health Care Spending Account and up to $5,000 for therapy.
• Generous time off policy, tuition reimbursement, and annual professional dues reimbursement.
• Home office equipment allowance of up to $650.