Financial Advisor - CIRO-MFD/AMF (Fintech)

Location: Grand Forks, British Columbia, Canada; work across multiple banking centres within a reasonable travel distance may be required.

Company

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

What you will do

• Build and grow a dedicated client portfolio through relationship management and exceptional client service.
• Act as a single point of contact and provide tailored advice across day-to-day banking, investments, lending, estate planning, and financial planning.
• Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
• Build professional networks through client engagement, community events, marketing, and outreach activities.
• Work banking centre hours, which may include evenings and weekends, and support clients across multiple nearby banking centres.

Requirements

• 1–3 years of experience providing financial advice to clients, establishing relationships, and achieving performance targets.
• 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.
• For Quebec-related licensing: current AMF accreditation and good standing, successful completion of CIFC or CSC, and Registered Retirement Consultant (RRC) certification.
• Client-first approach, relationship-building ability, networking skills, initiative, goal orientation, and commitment to trust, teamwork, and accountability.
• Legal eligibility to work at the specified Canadian location is required; a valid work or study permit may be required where applicable.

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 focused on trust, teamwork, accountability, authenticity, and client-first service.
• Competitive salary, incentive pay, banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and recognition programs.
• Professional development opportunities, including a paid Purpose Day for personal growth and development.
• Regular employment with 37.5 weekly hours.

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 recruitment.
• Accommodation is available during the application process upon request.