Financial Planner II (CIRO-ID)

Location: On-site full-time at St. Catharines-Fairview Mall, St. Catharines, Ontario, Canada; flexibility to work at multiple banking centres within a reasonable travel distance and during hours that may include evenings and weekends.

Company

hirify.global is a relationship-oriented bank providing financial products, investment advice, lending solutions, and client services.

What you will do

• Manage and grow a dedicated client portfolio through relationship management and exceptional service.
• Engage new and existing clients to understand their goals and create comprehensive, personalized financial plans.
• Provide trusted investment advice and needs-based credit and investment solutions.
• Develop local-market sales plans, convert leads, build networks, and generate referrals.
• Increase brand awareness through community events, marketing, and outreach activities.

Requirements

• Postsecondary degree or diploma and/or four years of relevant experience.
• Current accreditation and good standing as a Registered Representative with CIRO Investment Dealer (CIRO-ID).
• Personal Financial Planner (PFP), Certified Financial Planner (CFP), or Qualified Associate Financial Planner (QAFP) designation required.
• Strong client engagement, relationship-building, networking, business development, and results-oriented skills.
• Legally eligible to work at the specified Canadian location; a valid work or study permit may be required.

Nice to have

• For Quebec-based work: AMF licensing, CIFC or CSC completion, and Registered Retirement Consultant (RRC) accreditation.
• CSI/ICB Investment and Taxation Fundamentals Course - Quebec and Legal & Ethical Aspects of Financial Planning Course experience.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, employee benefits program, defined benefit pension plan, and employee share purchase plan.
• Vacation offering, wellbeing support, and a social recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with opportunities for professional development.

Hiring process

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