Financial Services Representative II

Location: Calgary, AB, Canada; full-time on-site at the Calgary-717 7th Av-Elveden Hse banking centre. Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance is required.

Company

hirify.global is a relationship-oriented bank providing personal and business banking services for modern clients.

What you will do

• Meet with clients to understand their personal and business priorities, financial goals, and needs.
• Provide tailored advice and recommend solutions across cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through outreach, marketing, and community engagement.
• Connect clients with relevant people, opportunities, and banking services.
• Introduce clients to mobile banking applications and help them manage their banking needs digitally.
• Work flexible banking centre hours, including evenings and weekends, and support multiple nearby centres.

Requirements

• At least 1 year of experience working with clients and achieving sales results.
• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• Client-first approach, strong goal orientation, and commitment to delivering effective solutions.
• Critical thinking, attention to detail, and sound decision-making skills.
• Willingness to learn and develop financial and technology knowledge.
• Must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Full-time regular employment with 37.5 weekly hours.
• 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, wellbeing support, and social recognition programs, subject to applicable terms.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with accommodation support available.

Hiring process

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