Financial Advisor - CIRO-MFD/AMF

Location: St-Jean-Sur-Richelieu, Quebec, Canada; full-time on-site. The role may require working at multiple banking centres within a reasonable travel distance, including evenings and weekends.

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 personalized financial advice.
• Advise clients on day-to-day banking, investments, lending, estate planning, and long-term financial goals.
• Develop local-market sales plans, convert leads, and create new client relationships.
• Use credit and investment solutions to deliver needs-based recommendations, referrals, and business results.
• Participate in local events, marketing, and community outreach to strengthen client and community connections.

Requirements

• 1–3 years of experience providing financial advice, building client relationships, and achieving performance targets.
• Current CIRO-MFD accreditation and good standing through the Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course, with eligibility for CIRO-MFD licensing.
• For Quebec: current AMF licensing accreditation and good standing, completion of the required investment course, and Registered Retirement Consultant certification.
• Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
• Flexibility to work banking centre hours, including evenings and weekends, and to travel between nearby banking centres.

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, and wellbeing support.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with personalized recognition programs.

Hiring process

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