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17 часов назад

Financial Advisor

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 (Banking and Financial Planning): Building and growing client portfolios through relationship management, financial advice, investments, lending, and estate planning with an accent on tailored solutions and local business development. Focus on creating client relationships, converting leads into opportunities, and strengthening community connections through outreach activities.

Location: On-site full-time in Rouyn-Noranda, Quebec, Canada; flexibility to work at multiple banking centres within a reasonable travel distance and during banking centre hours, including evenings and weekends.

Company

A relationship-oriented bank focused on helping clients achieve their financial goals through personalized banking and advisory services.

What you will do

  • Build and grow a dedicated client portfolio through relationship management and exceptional service.
  • Provide tailored advice across day-to-day banking, investments, lending, estate planning, home ownership, and business setup.
  • Develop local-market sales plans and convert leads into new client relationships.
  • Use credit and investment solutions to deliver needs-based recommendations, referrals, and business results.
  • Participate in community events, marketing, and outreach activities to strengthen local connections.

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, with eligibility for CIRO-MFD licensing.
  • For Quebec licensing: current AMF accreditation and good standing, completion of CIFC or CSC, and Registered Retirement Consultant certification.
  • Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
  • Client-focused, relationship-oriented, proactive, goal-oriented, and aligned with values of trust, teamwork, and accountability.

Nice to have

  • 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, defined benefit pension plan, and employee share purchase plan.
  • Vacation offering, wellbeing support, and a points-based recognition program.
  • Learning and development support, including a paid Purpose Day.
  • Inclusive and accessible workplace with accommodation support.

Hiring process

  • Recruitment may include an attribute-based assessment and skills tests, including a possible French proficiency assessment.
  • Artificial intelligence tools may be used during the recruitment process.

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