Financial Services Representative - Bedford

Location: Bedford, Quebec, Canada; full-time onsite at a banking centre. The role may require work at multiple banking centres within a reasonable travel distance, including evenings and weekends.

Company

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

What you will do

• Meet with clients to understand their personal and business priorities, goals, and financial needs.
• Recommend tailored solutions across cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through outreach, marketing, networking, and referrals.
• Connect clients with the right internal partners 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.
• Legally eligible to work at the specified Canadian location; a valid work or study permit may be required where applicable.
• Flexibility to work banking centre hours, including evenings and weekends, and to travel to nearby banking centres.

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, subject to plan terms.
• Employee share purchase plan, vacation offering, wellbeing support, and recognition programs.
• Access to professional growth and development opportunities, including a paid Purpose Day.
• Inclusive and accessible candidate and workplace environment.

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.