Manager, Client Advice I (Financial Services)

Location: Kingston-117 Bath Rd, Kingston, ON, Canada; onsite full-time. Flexibility to work at multiple banking centres within a reasonable travel distance and during banking centre hours, including evenings and weekends, is required.

Company

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

What you will do

• Lead, coach, and develop client service and financial services professionals.
• Deliver a high standard of client service, deepen client relationships, and support clients’ financial needs.
• Encourage employees to resolve complaints quickly, escalate issues when necessary, and manage complex client concerns.
• Support the Banking Centre Leader with performance monitoring and action plans to improve results.
• Build collaboration across client offers and recruit employees who share hirify.global’s values.

Requirements

• Experience providing coaching and hands-on support to achieve team goals.
• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• Must be legally eligible to work in Canada and hold a valid work or study permit where applicable.
• Strong client service, financial advising, people management, compliance, and risk management capabilities.
• Ability to work onsite full-time and travel between nearby banking centres.

Nice to have

• Branch Compliance Officer’s Course, Branch Managers Examination Course, Conducts & Practices Handbook, Wealth Management Essentials, or Certified Financial Planner certification.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan.
• Employee share purchase plan, vacation offering, wellbeing support, and employee recognition programs.
• Paid Purpose Day focused on personal growth and development.
• Inclusive workplace with accessibility support for candidates and clients.

Hiring process

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