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Financial Services Representative II - Portuguese

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
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 Services Representative II - Portuguese (Financial Services): Building client relationships and delivering tailored banking solutions in a full-time on-site banking centre role with an accent on financial planning, client engagement, and Portuguese-language service. Focus on advising clients across cash management, credit, investments, and wealth protection, while expanding relationships and supporting digital banking adoption.

Location: On-site full-time in Toronto-Dundas and Ossington, Toronto, Canada; flexibility to work at multiple banking centres within a reasonable travel distance.

Company

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

What you will do

  • Meet with clients to understand their personal and business priorities and recommend tailored financial solutions.
  • Provide forward-looking financial planning using knowledge of cash management, credit, investments, and wealth protection.
  • Build and deepen client relationships through marketing, outreach, networking, and community engagement.
  • Connect clients with the right internal specialists and opportunities.
  • Introduce clients to mobile banking applications and support their digital banking needs.
  • Work banking centre hours, including possible evenings and weekends.

Requirements

  • Current Mutual Funds License accreditation in good standing through the Canadian Securities Course or Investment Funds In Canada.
  • At least one year of experience working with clients and achieving sales results.
  • Portuguese-language capability required for the role.
  • Client-first approach, goal orientation, critical thinking, relationship-building skills, and attention to detail.
  • Legal eligibility to work in Canada is required; a valid work or study permit may be required where applicable.
  • Flexibility to work on-site across multiple banking centres within a reasonable travel distance.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Competitive salary and incentive pay.
  • Banking benefits, a benefits program, and a defined benefit pension plan.
  • Employee share purchase plan and vacation offering.
  • Wellbeing support and a points-based employee recognition program.
  • Paid Purpose Day dedicated to personal growth and development.
  • Inclusive and accessible work environment focused on trust, teamwork, and accountability.

Hiring process

  • Applicants may complete an attribute-based assessment and other skills tests.
  • Artificial intelligence tools may be used during recruitment.

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