Investment Specialist - Montréal - Bilingual

Location: Saint Leonard, Quebec, Canada; hybrid work with 1–3 days per week on-site and the remaining days remote

Company

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

What you will do

• Provide personalized investment planning advice and comprehensive financial planning support to existing clients.
• Work with Banking Centre employees to strengthen client relationships and support clients’ financial goals.
• Participate in business development activities and convert local leads into deeper client relationships.
• Build professional networks through relationship-building and community outreach.
• Initiate local marketing activities and partner with community organizations to increase brand awareness.

Requirements

• Legally eligible to work in Canada and able to provide a valid work or study permit where applicable.
• Fluent French and English to serve clients in the local community.
• Current accreditation and good standing with a Mutual Funds License, such as the Canadian Securities Course or Investment Funds In Canada.
• Complete the Personal Financial Planner or Registered Retirement Consultant qualification within the first year; CFP or IQPF also satisfies this requirement.
• Strong client service, communication, analytical thinking, financial advising, and investment planning skills.

Culture & Benefits

• Hybrid work arrangement with flexibility to manage work activities.
• Competitive compensation and banking benefits.
• Defined benefit pension plan and employee share purchase plan.
• Vacation offering, wellbeing support, and personalized employee recognition.
• Paid Purpose Day for personal growth and development.

Hiring process

• May include an attribute-based assessment and skills tests, including French proficiency testing.
• Accessible candidate accommodations are available upon request.