Senior Financial Services Specialist - CIRO-MFD/AMF

Location: On-site full-time in Montréal, Quebec, Canada; flexibility to work at multiple banking centres within a reasonable travelling distance and during banking centre hours, including evenings and weekends. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.

Company

hirify.global is a relationship-oriented bank providing personal and business banking, financial advice, investment products, and client services.

What you will do

• Manage and grow a complex client portfolio through relationship management and exceptional client service.
• Deliver trusted investment advice and create comprehensive, personalized financial plans.
• Support clients with investment, retirement, estate, intergenerational, credit, home ownership, and business planning.
• Develop local-market sales plans, cultivate networks, convert leads, generate opportunities, and deliver results.
• Coach and mentor a team of advisors while supporting informed, client-focused decisions.

Requirements

• At least 4 years of experience in a financial advisory role managing complex relationships, with in-depth knowledge of intergenerational, estate, and retirement planning.
• Current accreditation and good standing in CIRO-MFD licensing, with CFP designation upon hire.
• Current accreditation and good standing in AMF licensing for Quebec.
• Successful completion of the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) to support AMF licensing.
• Registered Retirement Consultant (RRC) qualification.
• Experience leading diverse, high-performing teams and coaching advisors.
• Strong relationship-building, networking, client engagement, analytical thinking, portfolio management, investment planning, and client service skills.
• Ability to work collaboratively, take initiative, achieve goals, and support inclusive teamwork.

Nice to have

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

Culture & Benefits

• Client-first culture focused on trust, teamwork, accountability, inclusion, and meaningful impact.
• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support.
• Personalized recognition through the MomentMakers social points-based program.
• Purpose Day provides a paid day off for personal growth and development.
• Accessible candidate experience and an inclusive workplace.

Hiring process

• Applicants may complete an attribute-based assessment and other skills tests, including simulations or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.