Financial Services Representative II

Location: Toronto, ON; on-site full-time at Toronto-St. Clair and Dufferin, with flexibility to work at multiple banking centres within a reasonable travel distance. Banking centre hours may include evenings and weekends.

Company

hirify.global is a relationship-oriented bank providing personal and business banking services.

What you will do

• Meet with clients to understand their personal and business priorities, provide tailored advice, and recommend suitable financial solutions.
• Use knowledge of cash management, credit, investments, and wealth protection to support clients’ financial goals.
• Build and deepen client relationships through marketing, outreach, networking, and collaboration with internal partners.
• Introduce clients to mobile banking applications and help them manage their banking needs through technology.
• Work flexible banking centre hours, including possible evenings and weekends, and support clients across multiple nearby banking centres.

Requirements

• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• At least 1 year of experience working with clients and achieving sales results.
• Client-first approach, strong relationship-building skills, authenticity, and respect for diverse partners and communities.
• Goal orientation, critical thinking, attention to detail, and commitment to delivering strong client results.
• Willingness to learn and grow professional knowledge.
• Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan and program terms.
• Defined benefit pension plan and employee share purchase plan, subject to plan and program terms.
• Vacation offering, wellbeing support, and a social points-based recognition program.
• Access to technological tools and spaces designed to support collaboration and innovative client solutions.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible candidate and workplace environment.

Hiring process

• An attribute-based assessment and other skills tests may be required, including simulations or French proficiency testing.
• Artificial intelligence tools may be used during the recruitment process.