Financial Services Representative II (Fintech)

Location: On-site full-time in Victoria, BC, with flexibility to work at multiple banking centres within a reasonable travel distance.

Company

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

What you will do

• Meet with clients to understand their personal and business priorities and recommend suitable financial solutions.
• Provide forward-looking financial planning using knowledge of cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through outreach, marketing, networking, and collaboration.
• Introduce clients to mobile banking applications and help them manage their banking needs digitally.
• Work flexible banking centre hours, including possible evenings and weekends.

Requirements

• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• At least one year of experience working with clients and achieving sales results.
• Client-first approach, goal orientation, critical thinking, attention to detail, and relationship-building skills.
• Ability to work on-site full-time in Victoria, BC, and at multiple nearby banking centres when required.
• Must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Regular full-time employment with 37.5 weekly hours.
• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan, employee share purchase plan, and vacation offering.
• Wellbeing support and a social recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible work environment with opportunities for learning and advancement.

Hiring process

• The process may include an attribute-based assessment and other skills tests.
• Artificial intelligence tools may be used during recruitment.