Financial Services Representative II - Secondment/Contract

Location: On-site full-time at Bowmanville-King & Temperance, Bowmanville, Ontario, Canada; flexibility to work at multiple banking centres within a reasonable travel distance and during hours that may include evenings and weekends. Legal eligibility to work at the specified location is required; a valid work or study permit may be required.

Company

hirify.global is a relationship-oriented bank serving personal and business banking clients.

What you will do

• Meet clients to understand their personal and business priorities, provide tailored advice, and develop forward-looking financial plans.
• Recommend solutions across cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through marketing, outreach, networking, and community engagement.
• Connect clients with the appropriate internal people and opportunities.
• Introduce clients to mobile banking applications and help them manage their banking needs digitally.

Requirements

• Client-first approach, goal orientation, attention to detail, critical thinking, relationship-building skills, authenticity, and willingness to learn.
• Current accreditation and good standing 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.
• Legal eligibility to work at the specified location; a valid work or study permit may be required where applicable.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Inclusive environment focused on belonging and an accessible candidate experience.
• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support, employee and family assistance programs, and a social points-based recognition program.
• Access to spaces and technology designed to support collaboration and innovative client solutions.

Hiring process

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