Wealth Advisor (Finance)

TL;DR

Wealth Advisor (Finance): Providing investment advice and portfolio planning for clients to help build better financial futures with an accent on relationship management and suitability assessments. Focus on developing long-term financial strategies, executing client onboarding processes, and increasing portfolio growth.

Location: Must have current work authorization for Canada. Flexible remote and hybrid options available in Winnipeg, Calgary, Edmonton, and Halifax.

Salary: $100,000 – $140,000

Company

hirify.global is a privately owned investment firm helping Canadian investors build better financial futures for over 35 years.

What you will do

• Advise clients on portfolio investment and long-term financial goal planning.
• Manage the onboarding process for new clients, acting as a concierge to ensure satisfaction and retention.
• Develop and maintain long-term client relationships through regular meetings, planning, and reporting.
• Collaborate with internal partners in portfolio services, investments, and operations to execute relationship strategies.
• Strategize ways to increase client penetration and overall sales growth.
• Provide operational support and guide clients through investment suitability assessments.

Requirements

• Current work authorization for Canada is required.
• University degree in Business, Commerce, Finance or related field.
• 5+ years of experience in the financial services industry.
• Successful completion of the Canadian Securities Course (CSC).
• Licensed as a Registered Representative (RR) with the ability to sell mutual funds and securities.
• Must meet CIRO proficiency requirements.

Nice to have

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

Culture & Benefits

• Flexible 100% remote and hybrid work arrangements.
• Competitive base salary, bonus opportunities, and participation in a profit-sharing program.
• Company-funded RRSP contributions with no matching requirement.
• Comprehensive health coverage including up to $5,000 for therapy and a Health Care Spending Account.
• Professional growth through tuition reimbursement and access to 11,000+ training courses.
• Up to $650 allowance for home office equipment and a generous time-off policy.