Financial Advisor

Location: On-site full-time in Saint-Léonard, Quebec, at 6850 Rue Jean-Talon Est; flexibility to work at multiple banking centres within a reasonable travel distance and during banking centre hours, including evenings and weekends.

Company

hirify.global is a relationship-oriented bank providing personal and business banking services.

What you will do

• Build and grow a dedicated client portfolio through relationship management and exceptional client service.
• Provide tailored advice across day-to-day banking, investments, lending, and estate planning.
• Develop local-market sales plans, convert leads, and create new client relationships.
• Use credit and investment solutions to deliver needs-based advice, increase loyalty, and generate referrals.
• Represent hirify.global at local events and participate in community marketing and outreach activities.

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.
• Eligibility for CIRO-MFD licensing.
• For Quebec: current AMF licensing accreditation and completion of the CIFC or CSC to support AMF licensing, plus Registered Retirement Consultant certification.
• Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
• Strong client engagement, networking, business development, and financial planning 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 and a benefits program, subject to plan terms.
• Defined benefit pension plan and employee share purchase plan.
• Vacation offering, wellbeing support, and employee recognition through MomentMakers.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with accommodation support available.

Hiring process

• Applicants may complete an attribute-based assessment and other skills tests, including a possible French proficiency assessment.
• Artificial intelligence tools may be used during recruitment.