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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 a client portfolio through relationship management, tailored financial advice, investments, lending, and estate planning with an accent on client engagement, local-market development, and community connections. Focus on converting leads into client relationships, providing needs-based financial solutions, and supporting clients with their banking, investment, homeownership, and business goals.

Location: On-site full-time in Rouyn-Noranda, Quebec, Canada, at Principale & Perreault. Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance is required. Legal eligibility to work at the specified location is required.

Company

hirify.global is a relationship-oriented bank providing personal and business banking, financial planning, investment, lending, and client service solutions.

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, and estate planning.
  • Develop sales plans based on the local market and convert leads into new client relationships.
  • Use credit and investment solutions to deliver needs-based recommendations, increase referrals, and support business results.
  • Build community connections through local events, marketing, and outreach activities.

Requirements

  • 1–3 years of experience providing financial advice, building 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: current AMF licensing accreditation and good standing, completion of CIFC or CSC, and Registered Retirement Consultant certification.
  • Strong client engagement, relationship-building, networking, business development, and financial planning skills.
  • Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required where applicable.

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, incentive pay, banking benefits, and a benefits program.
  • Defined benefit pension plan and employee share purchase plan.
  • Vacation offering, wellbeing support, and points-based employee recognition.
  • Paid Purpose Day for personal growth and development.
  • Inclusive workplace focused on trust, teamwork, accountability, and accessible candidate experiences.

Hiring process

  • Potential attribute-based assessments and skills tests, which may include French proficiency testing.
  • Recruitment uses artificial intelligence tools as part of the application process.

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