Financial Advisor (CIRO-ID)

Location: Sherwood Park, AB, Canada; work across multiple banking centres within a reasonable travel distance, including evenings and weekends as needed.

Company

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

What you will do

• Build and grow a dedicated client portfolio through relationship management and exceptional client service.
• Provide tailored financial advice across day-to-day banking, investments, lending, and estate planning.
• Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
• Build community connections through local events, marketing, and outreach activities.
• Serve as a single point of contact using hirify.global’s Imperial Service approach.

Requirements

• Postsecondary degree or diploma and/or 4 years of relevant experience.
• Current accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) licensing.
• Client-first approach with strong relationship-building, networking, communication, and goal-oriented skills.
• Ability to understand local markets, create sales plans, deliver needs-based solutions, and achieve results.
• Ability to work banking centre hours that may include evenings and weekends, and travel between multiple banking centres within a reasonable distance.
• Legal eligibility to work at the specified location; a valid work or study permit may be required.
• Commitment to trust, teamwork, accountability, initiative, and respectful relationships.

Nice to have

• For Quebec-based licensing: current AMF accreditation and good standing, CIFC or CSC completion, and Registered Retirement Consultant (RRC) designation.
• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Inclusive workplace focused on trust, teamwork, accountability, ambition, and meaningful client impact.
• Competitive salary, incentive pay, banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support, subject to plan terms.
• Personalized recognition through the MomentMakers social points-based program.
• Paid Purpose Day for personal growth and development.
• Access to collaborative spaces and technology for creating client solutions.

Hiring process

• Applicants may complete an attribute-based assessment and other skills tests, such as simulations or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.
• Accommodation is available during the candidate experience upon request.