Sr. Financial Advisor-MFDA/AMF

Location: Redwater, Alberta, Canada; hybrid work arrangement with a portion of on-site and remote work to be discussed during the interview. Flexibility to work at multiple banking centres within a reasonable travel distance, including evenings and weekends, is required.

Company

hirify.global is a relationship-oriented bank providing personal and business banking, credit, investment, and financial planning solutions.

What you will do

• Manage and grow a dedicated client portfolio through relationship management and exceptional client service.
• Build comprehensive financial plans using hirify.global tools and provide trusted investment advice.
• Engage new and existing clients, cultivate networks, generate opportunities, and increase referrals.
• Develop local-market sales plans and use credit and investment solutions to meet client needs.
• Attend local events and participate in marketing and community outreach activities.
• Work banking centre hours that may include evenings and weekends, and support clients across nearby banking centres.

Requirements

• 1.5–3 years of experience in a financial advisory role managing and growing a personal client portfolio.
• Current accreditation and good standing in the Canadian Securities Course (CSC), Canadian Investments Funds Course (CIFC), or Investment Funds in Canada Course (IFC), with eligibility for CIRO-MFD licensing upon hire.
• Personal Financial Planner (PFP) qualification within 24 months of hire.
• For Quebec licensing: current AMF accreditation and good standing, successful completion of CIFC or CSC to support AMF licensing, and Registered Retirement Consultant (RRC) certification.
• Legal eligibility to work at the specified location and, where applicable, a valid work or study permit.
• Client-focused, relationship-oriented, goal-driven, and able to build networks, take initiative, and deliver results.

Nice to have

• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Inclusive environment with an accessible candidate experience and accommodation support.
• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan, employee share purchase plan, vacation offering, and wellbeing support.
• Employee recognition through the MomentMakers social, points-based program.
• Purpose Day provides a paid day off for personal growth and development.

Hiring process

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