Senior Financial Services Specialist - Montreal

Location: On-site full-time in Montréal, Quebec, Canada. Flexibility to work at multiple banking centres within a reasonable travelling distance, including evenings and weekends.

Company

hirify.global is a relationship-oriented bank providing personal and business banking, financial advice, and client-focused services.

What you will do

• Manage and grow a complex portfolio of personal and business banking clients.
• Build trusted relationships and provide investment, retirement, estate, credit, and financial planning advice.
• Create comprehensive financial plans tailored to clients' current needs and long-term goals.
• Develop local-market sales plans, cultivate networks, convert leads, and generate new client relationships.
• Coach and mentor a team of advisors in problem solving and comprehensive financial advice.
• Work across banking centres as needed to support a strong client experience.

Requirements

• Must be legally eligible to work in Canada and hold a valid work or study permit where applicable.
• At least 4 years of experience in financial advisory roles involving complex client relationships.
• In-depth knowledge of intergenerational, estate, and retirement planning.
• Current CIRO-MFD accreditation in good standing and CFP designation upon hire.
• Current Quebec AMF accreditation in good standing, with CIFC or CSC completion to support AMF licensing and Registered Retirement Consultant certification.
• Experience leading, coaching, and developing high-performing teams.

Nice to have

• 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.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible work environment with opportunities for professional development.

Hiring process

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