Financial Services Representative (Banking)

Location: On-site full-time at Toronto-Finch & Warden, Toronto, 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 serving personal and business banking clients.

What you will do

• Meet with clients to understand personal and business priorities, provide tailored advice, and recommend appropriate financial products and solutions.
• Use knowledge of cash management, credit, investment, and wealth protection to support client goals and develop forward-looking financial plans.
• 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 using technology.
• Work flexible banking centre hours, including evenings and weekends, and support multiple banking centres within a reasonable travel distance.

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 abilities, and respect for diverse clients and partners.
• Goal-oriented mindset, critical thinking, attention to detail, and commitment to delivering results.
• Passion for learning, professional growth, and continuous knowledge development.
• Legally eligible to work at the specified Canadian location and, where applicable, possession of 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, employee share purchase plan, vacation offering, and wellbeing support, subject to plan and program terms.
• Social, points-based recognition through MomentMakers.
• Technological tools and collaborative spaces designed to support innovative client solutions.
• Purpose Day, a paid day off dedicated to personal growth and development.
• Inclusive and accessible candidate and workplace experience.

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.