Financial Planner II (CIRO-ID) [Newmarket / Aurora]

Location: East Gwillimbury, Ontario, Canada; on-site full-time. The role may require work at multiple banking centres within a reasonable travel distance, including evenings and weekends.

Company

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

What you will do

• Manage and grow a dedicated client portfolio through relationship management.
• Create comprehensive financial plans using hirify.global tools and provide trusted investment advice.
• Engage new and existing clients to understand their goals and recommend appropriate credit and investment solutions.
• Develop local-market sales plans, convert leads into clients, and generate referrals.
• Build community connections through local events, marketing, and outreach activities.
• Deliver a consistent, personalized client experience across banking centres.

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.
• Personal Financial Planner, Certified Financial Planner, or Qualified Associate Financial Planner designation.
• For Quebec licensing: current AMF accreditation, CIFC or CSC completion, and Registered Retirement Consultant designation.
• Strong relationship-building, networking, client service, financial advising, and business development skills.
• Legally eligible to work at the specified Canadian location; a valid work or study permit may be required.

Nice to have

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

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 an employee recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive workplace focused on trust, teamwork, accountability, innovation, collaboration, and client service.

Hiring process

• An attribute-based assessment and other skills tests may be required.
• French proficiency testing may be included where applicable.
• Artificial intelligence tools may be used during recruitment.