Financial Services Representative - Universal Banker - Beaconsfield, QC

Location: Beaconsfield & Saint-Louis, QC; on-site full-time. Flexibility to work banking centre hours, including evenings and weekends, and at multiple banking centres within a reasonable travel distance.

Company

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

What you will do

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

Requirements

• At least one year of experience working with clients and achieving sales results.
• Current accreditation and good standing for a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• Client-first, goal-oriented approach with strong critical thinking and attention to detail.
• Ability to build respectful, authentic relationships and collaborate with diverse partners.
• Legal eligibility to work at the specified Canadian location; a valid work or study permit may be required.
• Flexibility to work evenings, weekends, and across multiple banking centres as needed.

Nice to have

• Prior banking experience in a similar capacity.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
• Employee share purchase plan, vacation, wellbeing support, and social recognition programs.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible work environment with support available during the candidate experience.

Hiring process

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