Senior Financial Services Specialist - Westmount

Location: Westmount-Sherbrooke & Victoria, Westmount, Quebec, Canada; on-site full-time. Flexibility to work at multiple banking centres within a reasonable travelling distance and during banking centre hours, including evenings and weekends.

Company

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

What you will do

• Manage and grow a complex client portfolio through relationship management and exceptional client service.
• Create comprehensive financial plans covering investment, retirement, credit, estate, and intergenerational planning.
• Develop local-market sales plans, cultivate networks, convert leads, and generate new client relationships.
• Provide personalized financial advice to help clients secure their futures, purchase homes, and establish businesses.
• Coach and mentor a team of advisors, supporting informed decisions and collaborative problem-solving.

Requirements

• 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 and good standing; CFP required upon hire.
• Current AMF accreditation and good standing in Quebec, with CIFC or CSC completion and Registered Retirement Consultant certification.
• Experience leading and coaching diverse, high-performing teams.
• Legally eligible to work at the specified Canadian location and able to provide a valid work or study permit where applicable.

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, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support.
• Paid Purpose Day dedicated to personal growth and development.
• Employee recognition through the MomentMakers social, points-based program.
• Inclusive and accessible workplace with technological tools designed to support collaboration.

Hiring process

• Potential attribute-based assessment and skills testing, including French proficiency testing where applicable.
• Recruitment uses artificial intelligence tools as part of the application process.