Financial Advisor - CIRO-MFD/AMF

Location: On-site full-time in Richelieu & Saint-Jacques, St-Jean-Sur-Richelieu, Quebec, Canada. Flexibility to work banking centre hours, including evenings and weekends, and at multiple nearby banking centres is required.

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, estate planning, and financial planning.
• Develop local sales plans, convert leads, and generate new client relationships and referrals.
• Leverage credit and investment solutions to deliver needs-based recommendations.
• Participate in community events, marketing, and outreach activities to strengthen local connections.

Requirements

• 1–3 years of experience providing financial advice, establishing client relationships, and achieving performance targets.
• Current accreditation and good standing in the Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course, with eligibility for CIRO-MFD licensing.
• Current AMF licensing accreditation and good standing, with CIFC or CSC completion to support Quebec AMF licensing.
• Registered Retirement Consultant certification.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit is required where applicable.
• Strong client engagement, networking, business development, and results-oriented 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

• Inclusive environment built around trust, teamwork, accountability, and respect.
• Competitive compensation and banking benefits.
• Wellbeing support and employee and family assistance programs.
• Personalized recognition through the MomentMakers social rewards program.
• Accessible candidate experience and opportunities for professional growth.

Hiring process

• An attribute-based assessment and other skills tests may be required, including a French proficiency assessment.
• Artificial intelligence tools may be used during recruitment.