Sr. Financial Advisor CIRO-MFD

Location: Red Lake, Ontario, Canada; on-site full-time. The role may require work at multiple banking centres within a reasonable travel distance and flexible availability for evenings and weekends.

Company

hirify.global is a relationship-oriented bank providing banking, investment, lending, and financial planning services.

What you will do

• Manage and grow a dedicated portfolio of clients through relationship management and personalized service.
• Create comprehensive financial plans and provide trusted investment advice using hirify.global tools.
• Develop new client relationships through networking, lead conversion, and local-market business development.
• Recommend credit and investment solutions using a needs-based approach.
• Increase community and brand awareness through local events, marketing, and outreach activities.

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.
• Eligibility for CIRO-MFD licensing upon hire and completion of the Personal Financial Planner certification within 24 months.
• Legal eligibility to work at the specified Canadian location; a valid work or study permit is required where applicable.
• For Quebec roles, current AMF licensing, CIFC or CSC completion, and Registered Retirement Consultant certification are required.
• Strong relationship-building, networking, client service, business development, and results-oriented skills.

Nice to have

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

Culture & Benefits

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

Hiring process

• The recruitment process may include an attribute-based assessment and other skills tests.
• Artificial intelligence tools may be used during recruitment.