Senior Financial Advisor - CIRO-MFD/AMF (Urban)

Location: Vancouver, BC; work across multiple banking centres within a reasonable travel distance, with a portion of on-site and remote work discussed during the interview

Company

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

What you will do

• Manage and grow a dedicated portfolio of clients through relationship management and exceptional service.
• Understand client goals and create comprehensive financial plans using hirify.global tools.
• Provide trusted investment advice and needs-based credit and investment solutions.
• Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
• Build community connections through local events, marketing, and outreach activities.
• Work flexible banking centre hours, including evenings and weekends when required.

Requirements

• 1.5–3 years of experience in a financial advisory role managing and growing a client portfolio.
• Current CIRO-MFD accreditation and good standing through CSC, CIFC, or IFC, with eligibility for CIRO-MFD licensing upon hire.
• Personal Financial Planner (PFP) qualification within 24 months of hire.
• For Quebec licensing: current AMF accreditation and good standing, completion of CIFC or CSC, and Registered Retirement Consultant qualification.
• Legally eligible to work at the specified Canadian location; a valid work or study permit is required where applicable.
• Strong client engagement, relationship-building, 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, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan and employee share purchase plan.
• Vacation offering, wellbeing support, and a points-based recognition program.
• Technology and collaborative workspaces supporting innovative client solutions.
• Purpose Day: a paid day off dedicated to personal growth and development.
• Inclusive and accessible candidate and workplace experience.

Hiring process

• An attribute-based assessment and other skills tests may be required.
• Artificial intelligence tools may be used during recruitment.