Financial Services Representative - Saint-Bruno

Location: Saint-Bruno, Quebec, Canada; on-site full-time. Flexibility to work at multiple banking centres within a reasonable travel distance, including evenings and weekends.

Company

hirify.global is a relationship-oriented bank providing personal and business banking products and services.

What you will do

• Meet with clients to understand their personal and business priorities and provide tailored financial solutions.
• Develop forward-looking financial plans using knowledge of cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through outreach, marketing, networking, and community engagement.
• Connect clients with relevant banking specialists, products, and opportunities.
• Introduce clients to mobile banking applications and support their digital banking needs.

Requirements

• Current accreditation and good standing Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• At least 1 year of experience working with clients and achieving sales results.
• Client service, relationship-building, critical thinking, goal planning, and problem-solving skills.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit is required where applicable.
• Flexibility to work banking centre hours, including evenings and weekends, and travel to nearby banking centres.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, an employee benefits program, and a defined benefit pension plan, subject to plan terms.
• Employee share purchase plan, vacation offering, wellbeing support, and social recognition programs.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible work environment with support for accommodation needs.

Hiring process

• May include an attribute-based assessment and skills tests, including French proficiency testing where applicable.
• Artificial intelligence tools may be used during recruitment.