Financial Planner II - CIRO-MFD

Location: On-site full-time in Kanata, Ontario, Canada; flexibility to work at multiple banking centres within a reasonable travel distance and during some evenings and weekends.

Company

hirify.global is a relationship-oriented bank providing banking, credit, investment, and financial planning services.

What you will do

• Manage and grow a dedicated portfolio of clients through relationship management and exceptional service.
• Create comprehensive financial plans and provide trusted, needs-based investment advice.
• Engage new and existing clients to understand their goals and recommend suitable credit and investment solutions.
• Develop local-market sales plans, cultivate networks, convert leads, and generate referrals.
• Build community connections through local events, marketing, and outreach activities.

Requirements

• 1.5–3 years of experience in a financial advisory role managing and growing a client portfolio.
• Current accreditation and good standing in the Canadian Securities Course or Canadian Investment Funds Course, with eligibility for CIRO-MFD licensing upon hire.
• Personal Financial Planner, Certified Financial Planner, or Qualified Associate Financial Planner designation.
• For Quebec-related practice: current AMF licensing, CSC or CIFC completion, and Registered Retirement Consultant designation.
• Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
• Strong client engagement, networking, business development, financial advising, and portfolio management skills.

Nice to have

• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan.
• Employee share purchase plan, vacation offering, wellbeing support, and recognition programs.
• Professional growth opportunities and a paid Purpose Day for personal development.
• Inclusive and accessible workplace with accommodation support during recruitment.

Hiring process

• May include an attribute-based assessment and additional skills tests, including a French proficiency assessment where applicable.
• Artificial intelligence tools may be used during the recruitment process.