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Financial Advisor (Financial Services)

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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).

Culture & Benefits

  • Competitive salary, incentive pay, banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and points-based recognition.
  • 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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