Financial Services Representative - Universal Banker

Location: On-site full-time in Granby, Quebec, Canada; flexibility to work at multiple banking centres within a reasonable travel distance is required.

Company

hirify.global is a relationship-oriented bank providing personal and business banking products and digital banking solutions.

What you will do

• Meet with personal and business clients to understand their priorities and recommend suitable financial products and solutions.
• Provide forward-looking financial planning using knowledge of technology, cash management, credit, investments, and wealth protection.
• Build and deepen client relationships through outreach, marketing activities, networking, and referrals.
• Introduce clients to mobile and online banking applications and help them manage their banking needs.
• Work collaboratively to connect clients with the appropriate internal specialists and opportunities.

Requirements

• At least one year of experience working with clients and achieving sales results.
• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• Client-first mindset, goal orientation, critical thinking, attention to detail, and strong relationship-building skills.
• Curiosity, willingness to learn, and alignment with the values of trust, teamwork, and accountability.
• Legal eligibility to work at the specified Canadian location is required; a valid work or study permit may be required.
• Flexibility to work banking-centre hours, including evenings and weekends, and to complete skills or French-proficiency assessments if requested.

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 employee recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible working environment with tools and spaces designed to support collaboration.

Hiring process

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