Senior Financial Advisor (Investments)

Location: On-site full-time in Laval, Quebec, Canada; 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, investment, lending, and financial advisory services.

What you will do

• Manage and grow a dedicated portfolio of personal and business banking clients.
• Build comprehensive financial plans using hirify.global tools and provide personalized investment advice.
• Engage new and existing clients to understand their goals and deliver needs-based credit and investment solutions.
• Develop local sales plans, convert leads, generate opportunities, and increase referrals.
• Participate in community events, marketing, and outreach activities to strengthen local connections.

Requirements

• 1.5–3 years of experience in a financial advisory role managing and growing a client portfolio.
• Current accreditation and good standing in the Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course, with eligibility for CIRO-MFD licensing upon hire.
• Personal Financial Planner certification completed within 24 months of hire.
• Current AMF licensing accreditation and good standing, with the required Canadian investment course and Registered Retirement Consultant qualification for Quebec.
• Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
• Strong relationship-building, networking, client service, financial advising, and business development skills.

Nice to have

• CSI/ICB Investment and Taxation Fundamentals Course – Quebec.
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, an employee benefits program, and a defined benefit pension plan.
• Employee share purchase plan, vacation offering, and wellbeing support.
• Employee recognition through the MomentMakers program.
• Professional growth opportunities and a paid Purpose Day for personal development.

Hiring process

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