Financial Services Representative - La Prairie (Banking)

Location: La Prairie, Quebec, Canada; full-time onsite work in a banking centre. Flexibility to work evenings, weekends, and at multiple nearby banking centres is required.

Company

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

What you will do

• Meet with clients to understand their personal and business priorities and provide tailored financial guidance.
• Recommend solutions involving cash management, credit, investments, and wealth protection.
• Develop and maintain client relationships through outreach, marketing, networking, and referrals.
• Connect clients with appropriate specialists and opportunities across the banking organization.
• Introduce clients to mobile banking applications and help them manage their banking needs digitally.

Requirements

• Current Mutual Funds License accreditation in good standing through the Canadian Securities Course or Investment Funds In Canada.
• At least one year of experience working with clients and achieving sales results.
• Client-first approach, goal orientation, critical thinking, relationship-building, and willingness to learn.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.
• Flexibility to work banking centre hours, including evenings and weekends, and to travel to nearby banking centres.

Nice to have

• Prior banking experience in a similar capacity.

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.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible candidate and workplace experience.

Hiring process

• An attribute-based assessment and additional skills tests may be required, including a French proficiency assessment where applicable.
• Artificial intelligence tools may be used during recruitment.