Financial Advisor CIRO-ID

Location: On-site full-time at Georgetown-280 Guelph Street, Georgetown, Ontario, Canada.

Company

hirify.global is a relationship-oriented bank providing financial services and advice to personal and business clients.

What you will do

• Build and grow a dedicated client portfolio as a single point of contact for financial advice and service.
• Provide tailored guidance across day-to-day banking, investments, lending, estate planning, home ownership, and business needs.
• Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
• Build relationships through networking, client engagement, and community events.
• Participate in marketing and outreach activities that increase hirify.global brand awareness.

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.
• Client-focused approach, strong relationship-building and networking skills, and the ability to deliver results.
• For Quebec roles: current AMF licensing accreditation and good standing, successful completion of CIFC or CSC to support AMF licensing, and Registered Retirement Consultant (RRC).
• Applicants must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Nice to have

• For Quebec roles: completion of the CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and the CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Regular, full-time employment with a 37.5-hour work week.
• Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and employee recognition programs, subject to plan terms.
• Access to technological tools and spaces designed to support collaboration and innovative client solutions.
• Purpose Day provides a paid day off for personal growth and development.
• Inclusive and accessible candidate experience with accommodation support available.
• Artificial intelligence tools and possible attribute-based or skills assessments may be used during recruitment.

Hiring process

• Applicants may be asked to complete an attribute-based assessment and other skills tests, including simulations, coding, or French proficiency testing.