Financial Advisor-CIRO-MFD/AMF

Location: On-site full-time in Castlegar, British Columbia, Canada; flexibility to work at multiple nearby banking centres and during some evenings and weekends 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 personalized financial advice.
• Support clients with day-to-day banking, investments, lending, estate planning, home ownership, and business needs.
• Develop sales plans based on the local market and convert leads into new client relationships.
• Use networking and community outreach to generate opportunities, referrals, and brand awareness.
• Work flexibly across banking centre hours, including possible evenings and weekends.

Requirements

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

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, employee benefits, a defined benefit pension plan, and an employee share purchase plan.
• Vacation offering, wellbeing support, and a social recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible work environment 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 recruitment.