Financial Services Representative II

Location: On-site full-time in Lloydminster, Saskatchewan, Canada; flexibility to work at multiple banking centres within a reasonable travel distance and during banking centre hours, including evenings and weekends.

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 across cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through outreach, marketing activities, and community engagement.
• Connect clients with relevant specialists, products, and opportunities across the bank.
• Introduce clients to mobile banking applications and support their digital banking needs.

Requirements

• Current accreditation and good standing with a Mutual Funds License 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, attention to detail, and strong relationship-building skills.
• Ability to work on-site full-time and travel between multiple banking centres within a reasonable distance.
• Must be legally eligible to work in Canada at the specified location and hold a valid work or study permit where applicable.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a broader benefits program, and a defined benefit pension plan, subject to plan terms.
• Employee share purchase plan, vacation offering, wellbeing support, and a points-based recognition program.
• Learning and development opportunities, including a paid Purpose Day for personal growth.
• Inclusive and accessible workplace with technology designed to support collaboration and client service.

Hiring process

• Applicants may complete an attribute-based assessment and other skills tests, which may include French proficiency testing.
• Artificial intelligence tools may be used during recruitment.