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10 дней назад

Financial Advisor CIRO-MFD

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Financial Advisor CIRO-MFD (Financial Services): Building and growing client portfolios through relationship management, financial planning, investment, lending, and estate-planning advice with an accent on client engagement, business development, and community connections. Focus on developing local-market sales plans, expanding client networks, and delivering tailored financial solutions across multiple banking centres.

Location: Whitehorse, Yukon, Canada; full-time onsite work required. 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 financial services.

What you will do

  • Build and grow a dedicated client portfolio through relationship management and exceptional client service.
  • Provide tailored advice across day-to-day banking, investments, lending, financial planning, and estate planning.
  • Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
  • Build professional and community networks through local events, marketing, and outreach activities.
  • Serve as a single point of contact while helping clients secure futures, purchase homes, and establish businesses.

Requirements

  • 1–3 years of experience providing financial advice, establishing client relationships, and achieving performance targets.
  • Current accreditation and good standing in the Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course.
  • Eligibility for CIRO-MFD licensing is required.
  • For Quebec licensing: current AMF accreditation and good standing, completion of relevant investment-fund coursework, and Registered Retirement Consultant certification.
  • Legal eligibility to work in Canada at the specified location is required; a valid work or study permit may be required.
  • Strong client engagement, networking, business development, financial advising, and results-oriented 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, a benefits program, and a defined benefit pension plan, subject to applicable terms.
  • Employee share purchase plan, vacation offering, wellbeing support, and employee recognition program.
  • Paid Purpose Day for personal growth and development.
  • Inclusive workplace with accessible candidate support.

Hiring process

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

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