Financial Service Representative

Location: On-site full-time at Calgary-4916-130 Avenue, S.E.; 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 personal and business priorities, advise on solutions, and provide forward-looking financial plans.
• Use knowledge of cash management, credit, investment, and wealth protection to support client goals.
• Build and deepen client relationships through marketing, outreach, networking, and community engagement.
• Coordinate with internal partners to connect clients with relevant people and opportunities.
• Introduce clients to mobile banking applications and help them manage their banking needs.

Requirements

• 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.
• Client-first approach, goal orientation, critical thinking, attention to detail, relationship-building ability, authenticity, and willingness to learn.
• Legal eligibility to work at the specified location and, where applicable, a valid work or study permit.
• Willingness to work banking centre hours, including possible evenings and weekends, and at multiple banking centres within a reasonable travel distance.

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 terms.
• Defined benefit pension plan and employee share purchase plan, subject to plan terms.
• Vacation offering, wellbeing support, and a social points-based recognition program.
• Access to technological tools and spaces designed to support collaboration and innovation.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible candidate and work environment.

Hiring process

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