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17 часов назад

Financial Advisor CIRO-MFD (Urban) [Mandarin]

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Financial Advisor CIRO-MFD (Urban) [Mandarin] (Financial Advising): Building and growing client portfolios through relationship management, financial planning, investments, lending, and estate planning with an accent on personalized advice, business development, and community connections. Focus on developing local-market sales plans, establishing new client relationships, and delivering tailored financial solutions while working on-site across banking centres.

Location: On-site full-time in Toronto-Leslie and Finch, Toronto, ON; flexibility to work at multiple banking centres within a reasonable travel distance is required.

Company

hirify.global is a relationship-oriented bank providing financial services and advice to personal and business clients.

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, financial planning, and estate planning.
  • Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
  • Build community connections through local events, marketing, and outreach activities.
  • Work banking centre hours, which may include evenings and weekends.

Requirements

  • 1–3 years of experience providing financial advice, establishing client relationships, and achieving performance targets.
  • 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.
  • Mandarin language capability is required for this role.
  • Legal eligibility to work in Canada is required; a valid work or study permit may be necessary.
  • Strong relationship-building, networking, client service, and business development skills.

Nice to have

  • AMF licensing and Registered Retirement Consultant designation for Quebec-related practice.
  • 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, and a defined benefit pension plan.
  • Employee share purchase plan and vacation offering.
  • Wellbeing support and a points-based employee recognition program.
  • Paid Purpose Day for personal growth and development.

Hiring process

  • Attribute-based assessments and other skills tests may be required.
  • French proficiency testing may be requested where applicable.
  • Artificial intelligence tools may be used during recruitment.

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