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Senior Financial Advisor - Abitibi-Témiscamingue

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
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
Senior Financial Advisor - Abitibi-Témiscamingue (Financial Advising): Managing and growing a dedicated client portfolio in Val-d'Or through relationship management, comprehensive financial planning, investment advice, and lending solutions with an accent on client engagement, business development, and community involvement. Focus on building personalized financial plans, converting local-market leads into lasting client relationships, and delivering advice across multiple banking centres.

Location: Val-d'Or, Quebec, Canada; on-site full-time. Flexibility to work at multiple banking centres within a reasonable travel distance, including evenings and weekends.

Company

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

What you will do

  • Manage and grow a dedicated portfolio of personal and business banking clients.
  • Build comprehensive financial plans using hirify.global tools and provide investment and lending advice.
  • Engage new and existing clients to understand their goals and develop lasting relationships.
  • Create local-market sales plans, convert leads, generate opportunities, and increase referrals.
  • Attend community events and participate in marketing and outreach activities to build the hirify.global network.

Requirements

  • 1.5–3 years of experience in a financial advisory role managing and growing a client portfolio.
  • 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 upon hire.
  • Personal Financial Planner certification must be completed within 24 months of hire.
  • Quebec AMF licensing accreditation and completion of the CIFC or CSC to support AMF licensing; Registered Retirement Consultant certification.
  • Legally eligible to work in Canada at the specified location, with a valid work or study permit where applicable.
  • Strong client engagement, networking, business development, financial planning, and relationship management 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, and a defined benefit pension plan.
  • Employee share purchase plan, vacation offering, wellbeing support, and recognition program.
  • Paid Purpose Day for personal growth and development.
  • Inclusive and accessible work environment focused on trust, teamwork, and accountability.

Hiring process

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

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