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6 дней назад

Financial Advisor - Saint-Hubert (Banking)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
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
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.
  • Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
  • 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).

Culture & Benefits

  • Regular employment with 37.5 weekly hours.
  • Competitive salary, incentive pay, banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and recognition programs.
  • 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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