Financial Services Representative II (Banking)

Location: Saint Paul, AB; on-site full-time. Flexibility to work banking centre hours, including evenings and weekends, and at multiple banking centres within a reasonable travel distance. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.

Company

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

What you will do

• Meet with personal and business clients to understand their priorities, goals, and financial needs.
• Advise clients on cash management, credit, investments, wealth protection, and tailored financial plans.
• Build and deepen client relationships through marketing, outreach, networking, and community engagement.
• Connect clients with the appropriate people, products, and opportunities across the bank.
• Introduce clients to mobile banking applications and help them manage their banking needs through technology.

Requirements

• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• At least 1 year of experience working with clients and achieving sales results.
• Client-focused approach with the ability to identify appropriate solutions and deliver tailored service.
• Goal orientation, critical thinking, attention to detail, and sound decision-making skills.
• Ability to build trust and relationships through respect, authenticity, teamwork, and accountability.
• Willingness to learn and develop professional knowledge.
• Legal eligibility to work at the specified location; a valid work or study permit may be required where applicable.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a benefits program, subject to plan and program terms.
• Defined benefit pension plan and employee share purchase plan, subject to plan and program terms.
• Vacation offering, wellbeing support, and a points-based employee recognition program.
• Access to technological tools and spaces designed to support collaboration and innovative client solutions.
• Purpose Day: a paid day off for personal growth and development.
• Inclusive and accessible environment with support available for candidate accommodations.

Hiring process

• An attribute-based assessment and other skills tests may be required, including simulations, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.