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Financial Advisor (Financial Services)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
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 planning, investments, lending, and estate planning with an accent on tailored advice and community-based business development. Focus on converting local-market leads into client relationships, managing banking-centre interactions, and delivering needs-based financial solutions.

Location: Drummondville, Quebec, Canada; on-site full-time at 385 Boul. Saint-Joseph

Company

hirify.global is a relationship-oriented bank providing personal and business banking, financial planning, investment, lending, and client service solutions.

What you will do

  • Build and grow a dedicated client portfolio through relationship management and exceptional client service.
  • Provide tailored financial advice across day-to-day banking, investments, lending, and estate planning.
  • Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
  • Attend local events and participate in marketing and outreach activities to strengthen community connections.
  • Work banking-centre hours, including possible evenings and weekends, and support multiple centres within a reasonable travel distance.

Requirements

  • 1–3 years of experience providing financial advice, establishing client relationships, and achieving performance targets.
  • Current accreditation and good standing in the Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course, with eligibility for CIRO-MFD licensing.
  • For Quebec: current AMF licensing accreditation and completion of CIFC or CSC to support AMF licensing, plus Registered Retirement Consultant accreditation.
  • 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, financial advising, and business development skills.

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 and incentive pay.
  • Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan, subject to applicable terms.
  • Vacation offering, wellbeing support, and a social recognition program.
  • Paid Purpose Day for personal growth and development.
  • Inclusive and accessible work environment focused on trust, teamwork, accountability, and employee development.

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.

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