Senior Wealth Advisor

Location: Toronto office; 100% remote work schedule available within Canada. Current work authorization for Canada is required. May include travel across Canada.

Base salary: $120,000–$160,000 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

• Develop and maintain relationships with high-net-worth clients and prospects.
• Conduct client discovery and create comprehensive, goals-based financial plans.
• Provide investment strategy updates, portfolio guidance, reporting, and ongoing client service.
• Identify opportunities to gather additional client assets and grow the client portfolio.
• Onboard new books of business and support client transitions in partnership with the Sales Development VP.
• Mentor Junior Wealth Advisors and help develop the advisory business.

Requirements

• 7+ years of investment management and advisory experience with retail and high-net-worth clients.
• Strong investment management, financial planning, product structure, capital markets, and relationship management knowledge.
• University degree in Business, Commerce, Finance, or a related field, or equivalent experience.
• CFA or CIM and LLQP designations.
• Registered Representative license with the ability to sell mutual funds and securities; IIROC proficiency requirements must be met.
• Current Canadian work authorization is required.

Nice to have

• Bilingual English and French communication skills.
• CFP or MBA.
• Portfolio Manager registration or eligibility for licensing.

Culture & Benefits

• Flexible 100% remote work model.
• Company RRSP contributions without employee matching requirements.
• Employer-paid health benefits from the first day, including up to $5,000 annually for mental health services and therapy.
• Parental leave top-up to 100% of salary for 25 weeks.
• Home office equipment allowance of up to $650.
• Paid time off, volunteer days, diversity and inclusion programs, and professional development support.

Hiring process

• Selected candidates are contacted for an interview by a recruiter.
• Accommodation is available during the application process upon request.