Financial Planning Advisor

Location: London, Ontario, Canada. The role may require frequent travel. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.

Company

A relationship-oriented bank providing wealth management and financial services for clients.

What you will do

• Develop holistic financial plans for high-net-worth and ultra-high-net-worth clients.
• Assess clients’ personal and business needs and recommend strategies to optimize and grow wealth.
• Integrate investment management, estate planning, tax planning, retirement planning, and related strategies.
• Prepare and present comprehensive financial plans using internal hirify.global expertise.
• Collaborate with lawyers, accountants, internal partners, and other trusted advisors.
• Assemble multidisciplinary teams to develop domestic and global solutions involving banking, investing, trusts, tax minimization, business valuation, charitable giving, and related needs.

Requirements

• At least 5 years of experience in ultra-high-net-worth planning.
• Proven success developing comprehensive financial plans for high-net-worth and ultra-high-net-worth clients.
• Strong tax background and extensive experience working with high-net-worth clients.
• CPA, CA, or CFP certification required.
• Legal eligibility to work in Canada at the specified location is required.
• Strong client service, financial advising, investment planning, collaboration, and proposal writing skills.

Nice to have

• LLB, TEP, or FEA designation.
• French proficiency may be assessed where applicable.

Culture & Benefits

• Regular full-time employment with 37.5 weekly hours.
• Competitive compensation and banking benefits.
• Benefits program, defined benefit pension plan, and employee share purchase plan, subject to applicable terms.
• Vacation offering and wellbeing support.
• Professional development opportunities, including a paid Purpose Day.
• Work arrangements will be discussed during the interview.

Hiring process

• The process may include an attribute-based assessment and skills tests, including simulation, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.