Financial Planner II (CIRO-ID)

Location: Toronto-Yonge and St. Clair, Toronto, ON; onsite full-time. The role may require working at multiple banking centres within a reasonable travel distance and during banking centre hours, including evenings and weekends. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.

Company

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

What you will do

• Manage and grow a dedicated client portfolio through relationship management and exceptional client service.
• Develop comprehensive financial plans using hirify.global tools and provide trusted investment advice.
• Engage new and existing clients to understand their goals and recommend credit and investment solutions.
• Build local-market sales plans, convert leads into new client relationships, and generate referrals.
• Attend community events and participate in marketing and outreach activities to expand the client network.

Requirements

• Postsecondary degree or diploma and/or four years of relevant experience.
• Current accreditation and good standing as a Registered Representative with CIRO Investment Dealer.
• Personal Financial Planner, Certified Financial Planner, or Qualified Associate Financial Planner designation.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.
• For Quebec roles: current AMF licensing accreditation, CIFC or CSC completion, and RRC designation.
• Strong client engagement, networking, business development, financial advising, and portfolio 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 and an employee benefits program.
• Defined benefit pension plan and employee share purchase plan.
• Vacation offering, wellbeing support, and a points-based recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible work environment.

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.