Financial Advisor (Financial Services)

Location: Surrey-Guildford, Surrey, BC, Canada; onsite full-time. Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance is required.

Company

hirify.global is a relationship-oriented bank providing personal and business banking, financial advice, investment, lending, and client service solutions.

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.
• Use relationship-building and networking skills to create business opportunities and deliver results.
• Attend local events and participate in community marketing and outreach activities.

Requirements

• 1–3 years of experience providing financial advice and establishing client relationships while achieving performance targets.
• Current accreditation and good standing in the Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course, with eligibility for CIRO-MFD licensing.
• For Quebec licensing: current AMF accreditation and good standing, completion of the CIFC or CSC, and Registered Retirement Consultant certification.
• Must be legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
• Strong client engagement, financial advising, business development, networking, and results-orientation skills.

Nice to have

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

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, employee benefits program, and defined benefit pension plan.
• Employee share purchase plan, vacation offering, wellbeing support, and social recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive workplace with accessible candidate support and accommodation options.

Hiring process

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