business developmentinvestmentscommunity engagementclient serviceportfolio managementlendingfinancial advising
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Стабильная роль в крупном банке с очень понятным функционалом и сильным соцпакетом, хотя работа в офисе и возможные выходы в выходные - это стандартные корпоративные компромиссы.
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Работа в выходныеЗарплата не указанаПрозрачные задачиСильный соцпакетФокус на рост
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Financial Advisor (Financial Services): Building and growing client portfolios through relationship management, financial advice, investments, lending, and community engagement with an accent on personalized service and needs-based financial planning. Focus on developing local-market sales opportunities, managing client relationships, and supporting clients with banking, investment, lending, and estate-planning needs.
Location: On-site full-time in Drummondville, Quebec, with flexibility to work at multiple banking centres within a reasonable travel distance; banking centre hours may include evenings and weekends.
Company
hirify.global is a relationship-oriented bank providing personal and business banking, financial advice, investment, lending, and client service solutions.
What you will do
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Provide tailored advice across day-to-day banking, investments, lending, estate planning, and other financial planning needs.
Develop local-market sales plans, convert leads into clients, generate referrals, and deliver business results.
Build networks and participate in community events, marketing, and outreach activities to increase brand awareness and create opportunities.
Work flexibly across banking centre hours, including possible evenings and weekends.
Requirements
1–3 years of experience providing financial advice to clients, establishing relationships, and achieving performance targets.
Current accreditation and good standing in the Canadian Securities Course (CSC), Canadian Investments Funds Course (CIFC), or Investment Funds in Canada Course (IFC), with eligibility for CIRO-MFD licensing.
For Quebec AMF licensing: current accreditation and good standing, successful completion of CIFC or CSC, and Registered Retirement Consultant (RRC) certification.
Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.
Client-first approach, relationship-building and networking skills, initiative, goal orientation, and alignment with trust, teamwork, and accountability.
Nice to have
CSI/ICB Investment and Taxation Fundamentals Course – Quebec (0774).
CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Inclusive workplace with accessible candidate support and opportunities for professional growth and development.
Regular employment at 37.5 hours per week.
Paid Purpose Day for personal growth and development.
Hiring process
An attribute-based assessment and other skills tests may be required, including simulation, coding, or French proficiency assessments.
Artificial intelligence tools may be used during recruitment.
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