Financial Services Representative II (Banking)

Location: Leamington-Russell & Erie St, Leamington, ON, Canada; full-time on-site. Flexible availability for banking centre hours, including evenings and weekends, and for work at multiple banking centres within a reasonable travel distance.

Company

hirify.global is a relationship-oriented bank focused on helping personal and business clients achieve their financial goals.

What you will do

• Meet with clients to understand their personal and business priorities, provide tailored advice, and recommend suitable financial products and solutions.
• Use knowledge of cash management, credit, investments, and wealth protection to support clients’ financial goals and develop forward-looking plans.
• Build and deepen client relationships through outreach, marketing activities, networking, and collaboration with internal partners.
• Introduce clients to mobile banking applications and help them manage their banking needs through technology.

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, goal orientation, critical thinking, attention to detail, relationship-building skills, and commitment to trust, teamwork, and accountability.
• Legally eligible to work at the specified location and, where applicable, able to provide a valid work or study permit.
• Ability to work full-time on-site and maintain flexibility for evenings, weekends, and multiple nearby banking centres.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Regular full-time employment with 37.5 weekly hours.
• Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and recognition through MomentMakers, subject to plan terms.
• Professional growth opportunities, including a paid Purpose Day for personal development.
• Inclusive and accessible workplace with support available for accommodation needs.

Hiring process

• The process may include an attribute-based assessment and skills tests, such as simulation or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.