Financial Advisor CIRO-ID

Location: On-site full-time in Georgetown, Ontario, Canada

Company

hirify.global is a relationship-oriented bank providing financial services and advice to personal and business clients.

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, financial planning, and estate planning.
• Develop local-market sales plans, convert leads, generate new client relationships, and increase referrals.
• Use credit and investment solutions to deliver needs-based financial outcomes.
• Participate in community events, marketing, and outreach activities to build connections and increase brand awareness.

Requirements

• Postsecondary degree or diploma and/or four years of relevant experience.
• Current accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) licensing.
• Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
• Strong client engagement, relationship-building, networking, business development, and results-oriented skills.
• Knowledge of financial advising, investments, lending, and portfolio management.
• Quebec-specific applicants require current AMF licensing, CIFC or CSC completion, and Registered Retirement Consultant (RRC) accreditation.

Nice to have

• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Full-time regular employment with 37.5 weekly hours.
• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support.
• Professional recognition through a social, points-based recognition program.
• Paid Purpose Day supporting personal growth and development.
• Inclusive workplace with accessible candidate accommodations.

Hiring process

• May include an attribute-based assessment and other skills tests, such as a French proficiency assessment.
• Artificial intelligence tools may be used during recruitment.