Financial Services Representative - Saint-Leonard

Location: On-site full-time in Saint Leonard, Quebec, at 6850 Rue Jean-Talon Est; flexibility to work at multiple banking centres within a reasonable travel distance is required.

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, goals, and financial needs.
• Recommend tailored solutions covering cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through outreach, marketing, and community engagement.
• Connect clients with the appropriate banking specialists and opportunities.
• Introduce clients to mobile banking applications and support their digital banking needs.

Requirements

• Current Mutual Funds License accreditation in good standing through the Canadian Securities Course or Investment Funds In Canada.
• At least one year of experience working with clients and achieving sales results.
• Client-first approach, goal orientation, critical thinking, relationship-building, and willingness to learn.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.
• Flexibility to work banking centre hours, including evenings and weekends.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan.
• Employee share purchase plan, vacation offering, and wellbeing support.
• Employee recognition through the MomentMakers program.
• Paid Purpose Day for personal growth and development.

Hiring process

• The process may include an attribute-based assessment and skills tests, including French proficiency testing where applicable.
• Artificial intelligence tools may be used during recruitment.