Financial Services Representative - Montreal Marché Central

Location: On-site full-time at QC-Montreal-1020 RUE DU MARCHÉ CENTRAL, Montréal, QC; 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 providing personal and business banking services, financial products, and digital banking solutions.

What you will do

• Meet with personal and business clients to understand their priorities, goals, and financial needs.
• Recommend tailored solutions across cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through outreach, marketing, networking, and community engagement.
• Connect clients with the appropriate people and opportunities across the bank.
• Introduce clients to mobile banking applications and support their digital banking needs.
• Work flexible banking centre hours and provide coverage across nearby banking centres.

Requirements

• Current Mutual Funds License accreditation in good standing 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 skills, and willingness to learn.
• Ability to work on-site full-time at the specified location and legally work there; a valid work or study permit may be required.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support.
• Personalized recognition through the MomentMakers social points-based program.
• Technological tools and collaborative spaces for developing client solutions.
• Purpose Day: a paid day off dedicated to personal growth and development.
• Inclusive and accessible candidate and employee environment.
• Regular employment with 37.5 weekly hours.

Hiring process

• An attribute-based assessment and other skills tests may be required, including simulation, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment; accommodation support is available upon request.