Private Wealth Advisor-Bilingual

Location: Montréal, QC, Canada; work arrangement and the proportion of on-site and remote work will be discussed during the interview.

Company

hirify.global is a relationship-oriented bank providing private banking, wealth planning, and financial services.

What you will do

• Attract, grow, and deepen high-net-worth client relationships within hirify.global Private Banking.
• Provide expert financial planning and wealth advice tailored to private wealth clients.
• Support Private Bankers in acquiring client business and consolidating high-value client relationships.
• Build hirify.global Private Banking’s profile through community, industry association, advocate, and client engagement.
• Lead and mentor Private Bankers with a focus on advisory quality, sales, risk management, collaboration, and performance.

Requirements

• Current accreditation and good standing as a Registered Representative with CIRO Investment Dealer.
• Valid Institut québécois de planification financière (IQPF) license.
• At least 5 years of experience advising high-net-worth clients.
• Deep understanding of investment products, including the ability to compare and contrast solutions.
• Fluent French and English to serve clients in the community.
• Legally eligible to work in Canada and, where applicable, able to provide a valid work or study permit.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan.
• Employee share purchase plan, vacation offering, wellbeing support, and recognition through MomentMakers.
• Development opportunities, including a paid Purpose Day for personal growth and development.
• Inclusive and accessible candidate and workplace experience.

Hiring process

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