Financial Services Representative - Mascouche

Location: Mascouche, QC, Canada; full-time on-site at 446 Montree Masson. The role may require work at multiple banking centres within a reasonable travel distance and includes banking centre hours, evenings, and weekends.

Company

hirify.global is a relationship-oriented bank providing personal and business banking services and financial solutions.

What you will do

• Meet clients to understand their personal and business priorities, provide tailored advice, and recommend suitable financial products and solutions.
• Use knowledge of cash management, credit, investment, and wealth protection to support clients’ financial goals.
• Build and deepen client relationships through marketing, outreach, networking, and referrals to the right internal partners.
• Introduce clients to mobile banking applications and help them manage their banking needs digitally.

Requirements

• Current Mutual Funds License accreditation in good standing through the Canadian Securities Course or Investment Funds In Canada.
• At least 1 year of experience working with clients and achieving sales results.
• Client-first approach, goal orientation, critical thinking, attention to detail, relationship-building ability, and willingness to learn.
• Legally eligible to work at the specified location; a valid work or study permit is required where applicable.
• Flexibility to work banking centre hours, including evenings and weekends, and at multiple nearby banking centres.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support, subject to plan terms and conditions.
• Personalized recognition through the MomentMakers social, points-based program.
• Technology and collaborative spaces supporting innovative client solutions.
• Purpose Day: a paid day off for personal growth and development.
• Inclusive and accessible workplace with accommodation available during the hiring process.

Hiring process

• The process may include an attribute-based assessment and skills tests, including simulation, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.