Financial Services Representative II

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

Company

hirify.global is a relationship-oriented bank serving personal and business banking clients.

What you will do

• Meet with clients to understand personal and business priorities and recommend suitable financial products and solutions.
• Provide forward-looking financial plans using knowledge of cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through marketing, outreach, networking, and referrals.
• Introduce clients to mobile banking applications and support their digital banking needs.
• Work collaboratively with banking centre colleagues to connect clients with the right expertise and opportunities.

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.
• Client-first approach, goal orientation, critical thinking, relationship-building, and willingness to learn.
• Must be legally eligible to work at the specified Canadian location and hold a valid work or study permit where applicable.
• Availability for on-site work, banking centre hours, and occasional work at nearby banking centres.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Inclusive and accessible work environment focused on trust, teamwork, accountability, and belonging.
• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support, employee and family assistance programs, and a points-based recognition program.
• Access to modern workspaces and technology designed to support collaboration and innovative client solutions.

Hiring process

• Candidate assessments may include an attribute-based assessment and skills tests, including simulations or French proficiency testing where applicable.
• Artificial intelligence tools may be used during recruitment.