Senior Financial Advisor (Financial Services)

Location: Val-d'Or, Quebec, Canada; on-site full-time at the Val-d'Or banking centre, with flexibility to work at multiple nearby banking centres.

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.
• Develop new client relationships through networking, lead conversion, and local-market business development.
• Deliver personalized service and create trusted, long-term client connections.
• Participate in community events, marketing, and outreach activities to increase brand awareness.
• Work banking centre hours, including possible evenings and weekends, and travel between nearby centres when needed.

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 to be completed within 24 months of hire.
• Current AMF licensing accreditation and good standing, plus completion of the CIFC or CSC to support Quebec licensing.
• Registered Retirement Consultant certification.
• Must be legally eligible to work in Canada at the specified location and hold a valid work or study permit where applicable.

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, and a benefits program.
• Defined benefit pension plan and employee share purchase plan.
• Vacation offering, wellbeing support, and employee recognition programs.
• Access to development opportunities and a paid Purpose Day for personal growth.
• Inclusive workplace with an accessible candidate experience.

Hiring process

• The process may include an attribute-based assessment and skills tests, including a French proficiency assessment where applicable.
• Artificial intelligence tools may be used during recruitment.