Sr. Financial Advisor - CIRO-MFD/AMF

Location: On-site full-time in Golden, British Columbia, Canada, with flexibility to work at multiple banking centres within a reasonable travel distance.

Company

hirify.global is a relationship-oriented bank providing personal and business banking, investment, lending, and financial planning services.

What you will do

• Manage and grow a dedicated portfolio of clients through relationship management and personalized service.
• Create comprehensive financial plans and provide investment advice using hirify.global tools.
• Develop local-market sales plans, convert leads, and generate new client relationships.
• Recommend needs-based credit and investment solutions to increase client loyalty and referrals.
• Participate in community events, marketing, and outreach activities to build local connections.
• Work banking centre hours, which may include evenings and weekends.

Requirements

• 1.5–3 years of experience in a financial advisory role managing and growing a client portfolio.
• Current CIRO-MFD accreditation and good standing in CSC, CIFC, or IFC, with eligibility for CIRO-MFD licensing upon hire.
• Personal Financial Planner certification within 24 months of hire.
• For Quebec-based licensing: current AMF accreditation, CSC or CIFC completion, and Registered Retirement Consultant certification.
• Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
• Strong client engagement, networking, business development, financial advising, and portfolio management 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

• Inclusive and accessible work environment focused on trust, teamwork, and accountability.
• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support and employee and family assistance programs.
• MomentMakers social recognition program.
• Technology and collaborative workspaces designed to support client-focused solutions.

Hiring process

• Applicants may complete an attribute-based assessment and other skills tests, including a French proficiency assessment where applicable.
• Artificial intelligence tools may be used during recruitment.