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Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Текст:
Hirify AI/Оригинал
TL;DR
Financial Advisor - Saint-Hubert (Banking): Building and growing client portfolios through personalized financial advice, relationship management, and community-based business development with an accent on investments, lending, estate planning, and client service. Focus on developing local-market sales opportunities, managing client relationships, and delivering tailored financial solutions from an onsite banking centre.
Location: Carrefour-Saint-Hubert Banking, Saint-Hubert, Quebec, Canada; onsite full-time. 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, investment, lending, and financial planning services.
What you will do
Build and grow a dedicated client portfolio through relationship management and exceptional service.
Provide tailored advice across day-to-day banking, investments, lending, estate planning, and financial goals.
Build networks and client relationships through business development, community events, marketing, and outreach activities.
Act as a single point of contact following hirify.global’s Imperial Service approach.
Requirements
1–3 years of experience providing financial advice, establishing client relationships, and achieving performance targets.
Current accreditation and good standing in the Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course, with eligibility for CIRO-MFD licensing.
For Quebec: current AMF licensing accreditation and good standing, successful completion of the CIFC or CSC to support AMF licensing, and Registered Retirement Consultant certification.
Client-first, relationship-oriented, respectful, authentic, proactive, and results-focused approach.
Must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.
French proficiency testing may be required as part of the recruitment process.
Nice to have
CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Paid Purpose Day for personal growth and development.
Inclusive and accessible workplace with accommodation support available.
Hiring process
An attribute-based assessment and other skills tests, including possible French proficiency testing or simulations, may be required.
Artificial intelligence tools may be used during recruitment.
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