Financial Advisor- CIRO-ID

Location: Sherwood Park, AB, Canada; work across multiple banking centres within a reasonable travel distance may be required.

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 broader financial planning.
• Develop local-market sales plans, cultivate networks, convert leads, and generate referrals.
• Support clients with financial goals including securing futures, home ownership, and business creation.
• Increase community and brand awareness through local events, marketing, and outreach activities.
• Work banking centre hours, which may include evenings and weekends.

Requirements

• Postsecondary degree or diploma and/or 4 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 and, where applicable, a valid work or study permit.
• Client engagement, relationship-building, networking, business development, and financial advising skills.
• Knowledge of investments, lending, portfolio management, and financial planning.
• Goal-oriented approach with a commitment to trust, teamwork, accountability, and client-first service.

Nice to have

• For Quebec licensing: current AMF accreditation and good standing, CIFC or CSC completion, and Registered Retirement Consultant (RRC) designation.
• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

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.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with accommodation support available.

Hiring process

• An attribute-based assessment and other skills tests may be required.
• Artificial intelligence tools may be used during recruitment.