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Financial Advisor- CIRO-ID (Secondment)

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- CIRO-ID (Secondment) (Financial Advising): Building and growing a dedicated client portfolio in a banking centre through relationship management, financial planning, investments, lending, and estate-planning advice with an accent on client engagement and needs-based financial solutions. Focus on developing the local market, generating new client relationships, and strengthening community connections through outreach and networking.

Location: Airdrie, Alberta, Canada; onsite at 2789 Main St. SW. Flexible availability for banking centre hours, including evenings and weekends, and for work across multiple nearby banking centres.

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 client service.
  • Provide tailored advice across day-to-day banking, investments, lending, and estate planning.
  • Develop local-market sales plans, convert leads, and generate new client relationships and referrals.
  • Use credit and investment solutions to deliver needs-based financial advice.
  • Build community connections through local events, marketing, and outreach activities.

Requirements

  • Postsecondary degree or diploma and/or four years of relevant experience.
  • Current accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) licensing.
  • Legally eligible to work in Canada and able to provide a valid work or study permit where applicable.
  • Strong client engagement, relationship-building, networking, business development, and financial advising skills.
  • Goal orientation and commitment to trust, teamwork, accountability, and client-first service.

Nice to have

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

Culture & Benefits

  • Competitive compensation and banking benefits.
  • Wellbeing support and employee and family assistance programs.
  • MomentMakers social recognition program.
  • Accessible and inclusive candidate and workplace experience.
  • Technological tools and collaborative workspaces for developing client solutions.

Hiring process

  • May include an attribute-based assessment and additional skills tests, such as simulations or French proficiency testing.
  • Artificial intelligence tools may be used during recruitment.

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