Financial Services Representative II - Eastern Ontario (Multiple Locations)

Location: On-site full-time in Belleville, Ontario, with flexibility to work at multiple banking centres within a reasonable travel distance. Evening and weekend banking centre hours may apply. Applicants must be legally eligible to work in Canada and may need a valid work or study permit.

Company

hirify.global is a relationship-oriented bank providing personal and business banking products and services.

What you will do

• Meet with clients to understand their personal and business priorities and recommend tailored financial solutions.
• Provide forward-looking financial planning using knowledge of cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through outreach, marketing activities, and community engagement.
• Connect clients with relevant banking specialists, products, and opportunities.
• Introduce clients to mobile banking applications and help them manage their banking needs digitally.

Requirements

• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• At least one year of experience working with clients and achieving sales results.
• Client-focused, goal-oriented, detail-oriented, and strong critical thinking skills.
• Ability to build trusted relationships and work collaboratively.
• Willingness to work on-site full-time, including possible evenings and weekends, and travel between nearby banking centres.
• Legal eligibility to work at the specified Canadian location; a valid work or study permit may be required.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Inclusive environment focused on trust, teamwork, accountability, innovation, collaboration, and client service.
• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support and employee and family assistance programs.
• MomentMakers social recognition program with points-based rewards.
• Accessible candidate experience and accommodation support.

Hiring process

• The role may include an attribute-based assessment and skills tests, such as simulations or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.