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10 дней назад

Senior Financial Advisor - Saint-Hubert

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Financial Advisor - Saint-Hubert (Financial Advising/Investments): Managing and growing a client portfolio through relationship management, comprehensive financial planning, investment advice, and client service with an accent on personalized solutions, business development, and community engagement. Focus on building new client relationships, developing local-market sales plans, delivering lending and investment solutions, and supporting clients’ long-term financial goals.

Location: Saint-Hubert, Quebec, Canada; full-time on-site at Carrefour-Saint-Hubert Banking. Flexible availability for banking centre hours, including evenings and weekends, and for work across multiple nearby banking centres.

Weekly hours: 37.5. Employment type: Regular, full time.

Company

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

What you will do

  • Manage and grow a dedicated client portfolio within the Imperial Service Team.
  • Build comprehensive financial plans using hirify.global tools and provide trusted investment advice.
  • Engage new and existing clients, understand their goals, and recommend credit and investment solutions.
  • Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
  • Build community connections through local events, marketing, and outreach activities.

Requirements

  • 1.5–3 years of experience in a financial advisory role managing and growing a personal client portfolio.
  • 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 upon hire.
  • Personal Financial Planner (PFP) designation required within 24 months of hire.
  • For Quebec: current AMF licensing accreditation and good standing, successful completion of CIFC or CSC to support AMF licensing, and Registered Retirement Consultant (RRC).
  • Legal eligibility to work at the specified location is required; a valid work or study permit may be required where applicable.
  • Client-first approach, relationship-building and networking skills, initiative, goal orientation, and commitment to inclusive, respectful client relationships.

Nice to have

  • CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
  • CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

  • Competitive salary, incentive pay, banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and points-based recognition.
  • Access to development opportunities and a paid Purpose Day for personal growth and development.
  • Inclusive and accessible work environment with accommodation support available.
  • On-site work with banking-centre hours that may include evenings and weekends.

Hiring process

  • An attribute-based assessment and other skills tests, including a possible French proficiency assessment, may be required.
  • Artificial intelligence tools may be used during recruitment.

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