Associate Financial Advisor - Longueuil

Location: On-site full-time at Saint-Charles & Saint-Jacques in Longueuil, Quebec, 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.

What you will do

• Meet with personal and small business clients to understand their priorities and recommend personalized financial, investment, credit, and retail banking solutions.
• Provide forward-looking financial plans and make formal introductions to Imperial Service and Business Banking colleagues when appropriate.
• Manage a portfolio of mortgage clients individually or as part of a team, focusing on deepening client relationships.
• Build relationships through networking, marketing, outreach, referrals, and calls to existing and potential clients.
• Participate in community and banking centre events to strengthen client relationships and support business development.
• Introduce clients to mobile banking applications and help them manage their banking needs digitally.

Requirements

• 2–3 years of experience providing financial advice to clients and achieving sales results through advice-based conversations.
• Current accreditation and good standing in a Mutual Funds License through the Canadian Securities Course or Investment Funds in Canada.
• Eligibility to meet CIRO-MFD licensing requirements.
• Client-first approach, goal orientation, critical thinking, attention to detail, relationship-building skills, curiosity, and willingness to learn.
• Ability to work flexible banking centre hours, including evenings and weekends, and at multiple banking centres within a reasonable travel distance.
• Legal eligibility to work at the specified location; a valid work or study permit is required where applicable.

Nice to have

• Current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, a defined benefit pension plan, and an employee share purchase plan, subject to plan and program terms.
• Vacation offering, wellbeing support, and a points-based employee recognition program.
• Development opportunities, including a paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with support available for accommodation.

Hiring process

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