Financial Advisor - CIRO-ID

Location: Georgetown, ON, Canada; full-time on-site work required

Company

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

What you will do

• Build and grow a dedicated client portfolio through relationship management and exceptional client service.
• Provide tailored financial advice across day-to-day banking, investments, lending, and estate planning.
• Develop local-market sales plans, convert leads into clients, and generate referrals.
• Build relationships through networking, community events, marketing, and outreach activities.

Requirements

• Postsecondary degree or diploma and/or 4 years of relevant experience.
• Current accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) licensing.
• Legal eligibility to work in the specified location and, where applicable, a valid work or study permit.
• Strong client engagement, relationship-building, networking, business development, and financial advising skills.
• Goal orientation, initiative, accountability, and commitment to client-focused service.

Nice to have

• For Quebec licensing: AMF accreditation, CIFC or CSC completion, and Registered Retirement Consultant certification.
• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and Legal & Ethical Aspects of Financial Planning Course (0790).

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 programs.
• Professional growth opportunities, including a paid Purpose Day for development and personal growth.
• Inclusive and accessible work environment focused on trust, teamwork, and accountability.

Hiring process

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