Financial Advisor - CIRO-ID

Location: Vancouver-Main & 29th, Vancouver, BC; onsite full-time. The role may require working at multiple banking centres within a reasonable travel distance, including evenings and weekends.

Company

hirify.global is a relationship-oriented bank providing personal and business banking, financial planning, 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 advice across day-to-day banking, investments, lending, estate planning, and other financial needs.
• Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
• Use hirify.global credit and investment solutions to deliver needs-based financial advice.
• Participate in community events, marketing, and outreach activities to build brand awareness and client connections.

Requirements

• Postsecondary degree or diploma and/or four years of relevant experience.
• Current accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) licensing.
• Strong client engagement, relationship-building, networking, business development, and financial advising skills.
• Experience or knowledge across investments, lending, estate planning, portfolio management, and client service.
• Legal eligibility to work at the specified Canadian location; a valid work or study permit may be required.
• Goal-oriented approach with a commitment to trust, teamwork, accountability, and client-first service.

Nice to have

• For Quebec licensing: current AMF accreditation, CIFC or CSC completion, and Registered Retirement Consultant certification.
• 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, defined benefit pension plan, and employee share purchase plan.
• 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.
• Paid Purpose Day for personal growth and development.

Hiring process

• The process may include an attribute-based assessment and skills tests, including simulations or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.