Financial Services Associate (Business Banking)

Location: On-site full-time in New Westminster, BC; flexibility to work at multiple banking centres within a reasonable travel distance and during banking centre hours, including evenings and weekends

Company

hirify.global is a relationship-oriented bank serving personal and business clients through financial products, banking services, and client support.

What you will do

• Partner with Relationship Managers to support Business Banking clients and identify business growth opportunities.
• Provide administrative and client support throughout the banking relationship.
• Answer client questions about cash management, credit, investment, and wealth protection.
• Partner with Financial Advisors to help clients meet their financial goals.
• Prepare client files, book appointments, and maintain schedules.
• Take ownership of client issues and contribute to team productivity and client experience.

Requirements

• Legally eligible to work at the specified location in Canada; a valid work or study permit may be required where applicable.
• Knowledge of cash management, credit, investment, wealth protection, and other financial products.
• Strong client engagement, service, and problem-solving skills.
• Organizational skills for preparing files, booking appointments, and maintaining schedules.
• Ability to work collaboratively, take accountability, and build respectful client and partner relationships.
• Flexibility to work onsite, during banking centre hours, and across multiple nearby banking centres.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits and a benefits program, subject to plan terms and conditions.
• Defined benefit pension plan and employee share purchase plan, subject to plan terms and conditions.
• Vacation offering, wellbeing support, and a social recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace focused on trust, teamwork, accountability, and employee development.

Hiring process

• Potential attribute-based assessment and skills testing, including simulation, coding, or French proficiency assessments where applicable.
• Artificial intelligence tools may be used during recruitment.