Financial Planning Consultant

Location: On-site full-time in Pointe-Claire, Quebec, Canada

Company

hirify.global is a relationship-oriented bank providing financial services and wealth management solutions to clients.

What you will do

• Provide expert financial planning counsel and specialized wealth planning strategies to high-net-worth clients.
• Analyze customer portfolios, retirement needs, and investment goals to identify gaps and recommend appropriate asset mixes.
• Educate clients, financial advisors, and relationship managers about investments, portfolios, and financial planning solutions.
• Share customer discussions with relationship managers and coordinate delivery of products and services.
• Identify referral opportunities for hirify.global subsidiaries involved in client asset management.
• Collaborate with branch relationship managers to identify high-value customers and conduct information sessions and seminars.

Requirements

• 7–10 years of financial advisory or sales experience with high-net-worth clients.
• Extensive investment knowledge and a strong understanding of financial markets, legislation, competitors, regulators, and industry trends.
• Ability to analyze portfolios and prepare retirement and investment plans.
• Strong interactive, presentation, relationship-building, and client service skills.
• Completion of the Canadian Securities Course (CSC), Registered Representative status, and the Institut de planification financière (IPF) designation.
• Must be legally eligible to work in Canada and work on-site full-time in Pointe-Claire, Quebec.

Nice to have

• Conduct and Practices Handbook Course (CPH).

Culture & Benefits

• Competitive compensation and banking benefits.
• Benefits program, defined benefit pension plan, and employee share purchase plan, subject to applicable terms and conditions.
• Vacation offering and wellbeing support.
• Social, points-based employee recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with accommodation available during the candidate experience.

Hiring process

• May include an attribute-based assessment and other skills tests, including a French proficiency assessment where applicable.
• Artificial intelligence tools may be used during recruitment.