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Financial Advisor IIROC

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Financial Advisor IIROC (Financial Services): Building and growing a client portfolio through relationship management, financial advice, investments, lending, and estate planning with an accent on client engagement, business development, and community connections. Focus on developing local-market sales opportunities, delivering needs-based financial solutions, and managing relationships across banking centres.

Location: Edmonton, AB; banking centre work at St. Albert-200-590 St. Albert and other banking centres within a reasonable travel distance

Salary: Competitive salary and incentive pay

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 exceptional client service.
  • Provide tailored advice across day-to-day banking, investments, lending, estate planning, and other financial services.
  • Develop local-market sales plans, convert leads, generate new client relationships, and increase referrals.
  • Participate in community events, marketing, and outreach activities to strengthen local connections.
  • Work flexibly across banking centre hours, including possible evenings and weekends.

Requirements

  • Postsecondary degree or diploma and/or four years of relevant experience.
  • Current accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) licensing.
  • Legal eligibility to work in Canada at the specified location, with a valid work or study permit where applicable.
  • Strong relationship-building, networking, client service, financial advising, and business development skills.
  • Goal-oriented approach with a commitment to trust, teamwork, accountability, and client-first service.

Nice to have

  • For Quebec roles: current AMF licensing, CIFC or CSC completion, and Registered Retirement Consultant certification.
  • CSI/ICB Investment and Taxation Fundamentals Course - Quebec or Legal & Ethical Aspects of Financial Planning Course completion.

Culture & Benefits

  • Competitive salary and incentive pay.
  • Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan.
  • Vacation offering, wellbeing support, and a social recognition program.
  • Professional growth opportunities, including a paid Purpose Day for personal development.
  • Inclusive and accessible workplace with accommodation support during the hiring process.

Hiring process

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

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