Senior Private Banking Advisor

Location: Mississauga, Ontario, Canada. Work arrangement, including the proportion of on-site and remote work, will be discussed during the interview.

Company

hirify.global is a relationship-oriented bank providing private wealth management, banking, lending, and investment services.

What you will do

• Manage and grow portfolios of cash management, lending, and investment products and services for high-net-worth clients.
• Review client portfolios and financial needs holistically, conduct regular portfolio reviews, and identify opportunities to expand product and service relationships.
• Acquire new high-net-worth clients with sophisticated financial needs and promote hirify.global Private Wealth Management within the high-net-worth market.
• Build and maintain effective relationships with clients, internal teams, and external networks.
• Resolve complex credit issues and develop appropriate banking, credit, investment, and wealth advisory solutions.
• Perform ongoing risk assessments and in-depth financial analysis while monitoring portfolio performance and business objectives.

Requirements

• Experience with personal financial planning and strong knowledge of banking, investment, and credit products and services.
• Experience in private client services, private banking, advisory, brokerage, or related financial services.
• Postsecondary degree or diploma and/or at least four years of relevant experience.
• Current Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) accreditation in good standing; CFP required upon hire.
• Legally eligible to work at the specified location in Canada; a valid work or study permit may be required.
• Strong client service, analytical thinking, relationship-building, business development, and issue-resolution skills.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan, subject to plan terms.
• Vacation offering and wellbeing support.
• Recognition through the MomentMakers social points-based program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible work environment with support for workplace accommodations.

Hiring process

• Work arrangement details will be discussed during the interview.
• An attribute-based assessment or other skills tests may be required.
• Recruitment may use artificial intelligence tools and may include a French proficiency assessment where applicable.