Investment Specialist - Bilingual

Location: Boucherville, Quebec, Canada; hybrid work with 1–3 days per week onsite and the remaining days remote

Company

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

What you will do

• Build lasting relationships with existing clients and provide personalized investment planning advice.
• Collaborate with Banking Centre employees to strengthen client relationships and support financial goals.
• Develop local sales plans and convert leads into deeper client relationships.
• Generate opportunities through networking, business development, and community outreach.
• Increase brand awareness by partnering with local organizations and initiating marketing activities.

Requirements

• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• Ability to complete the Personal Financial Planner or Registered Retirement Consultant certification within the first year; CFP or IQPF also satisfies this requirement.
• Fluent French and English required to serve clients in the local community.
• Legally eligible to work in Canada and, where applicable, hold a valid work or study permit.
• Strong relationship-building, networking, communication, analytical thinking, and client service skills.

Culture & Benefits

• Hybrid work arrangement with flexibility to manage work activities.
• Competitive compensation and banking benefits.
• Benefits program, defined benefit pension plan, and employee share purchase plan.
• Vacation offering, wellbeing support, and a points-based recognition program.
• Paid Purpose Day supporting personal growth and development.
• Inclusive, collaborative workplace with accessible candidate support.

Hiring process

• May include an attribute-based assessment and skills tests, including French proficiency testing.
• Artificial intelligence tools may be used during recruitment.