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Associate Financial Advisor - Rouyn-Noranda

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Associate Financial Advisor - Rouyn-Noranda (Personal and Business Banking): Advising personal and small business clients on personalized banking, investment, credit, and mortgage solutions with an accent on client relationships, portfolio management, and business development. Focus on developing financial plans, identifying referral opportunities, supporting mobile banking adoption, and serving clients across banking centres.

Location: On-site full-time in Rouyn-Noranda, Quebec, Canada; flexibility to work at multiple banking centres within a reasonable travel distance is required.

Company

hirify.global is a relationship-oriented bank providing personal and business banking services and financial solutions.

What you will do

  • Meet with personal and small business clients to understand their priorities and recommend personalized banking, investment, credit, and financial solutions.
  • Manage a portfolio of mortgage clients and deepen client relationships.
  • Develop forward-looking financial plans and connect clients with Imperial Service and Business Banking specialists when appropriate.
  • Build relationships through networking, marketing, outreach, outbound calls, and community and banking centre events.
  • Introduce clients to mobile banking applications and support their digital banking needs.

Requirements

  • 2–3 years of experience providing financial advice and achieving sales results through advice-based conversations.
  • Current accreditation and good standing in a Mutual Funds License through the Canadian Securities Course or Investment Funds in Canada.
  • Eligibility for CIRO-MFD licensing.
  • Ability to work banking centre hours, including evenings and weekends, and at multiple nearby banking centres.
  • Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
  • Strong client service, critical thinking, goal planning, digital literacy, and regulatory knowledge.

Nice to have

  • Current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

Culture & Benefits

  • Competitive salary and incentive pay.
  • Banking benefits, an employee benefits program, and a defined benefit pension plan.
  • Employee share purchase plan, vacation offering, wellbeing support, and a social recognition program.
  • Professional growth opportunities, including a paid Purpose Day dedicated to personal development.
  • Inclusive and accessible workplace with accommodation support during the hiring process.

Hiring process

  • Applicants may complete an attribute-based assessment and additional skills tests, which may include a French proficiency assessment.
  • Artificial intelligence tools may be used during recruitment.

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