Sr. Financial Advisor - CIRO-ID (Urban)

Location: On-site full-time in Vancouver, BC, at 5636 Cambie Street; 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, credit, investment, and financial advisory services.

What you will do

• Manage and grow a dedicated portfolio of clients through relationship management and personalized service.
• Develop comprehensive financial plans using advanced banking tools and provide investment advice.
• Build new client relationships through networking, outreach, and local-market business development.
• Use credit and investment solutions to address client needs, increase referrals, and support business results.
• Attend local community events and participate in marketing activities to strengthen brand awareness.
• Work 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-ID accreditation and good standing with CIRO-ID licensing requirements.
• Canadian Securities Course (CSC) written within the past 3 years at the time of hire.
• Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), and Personal Financial Planner (PFP) certification within 24 months of hire.
• Legal eligibility to work in Canada is required; a valid work or study permit may be required.
• Strong client engagement, networking, financial planning, investment, lending, and business development skills.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, employee benefits program, defined benefit pension plan, and employee share purchase plan.
• Vacation offering and wellbeing support.
• Paid Purpose Day for personal growth and development.
• Inclusive workplace focused on trust, teamwork, accountability, innovation, collaboration, and client service.

Hiring process

• The posting supports hirify.global’s ongoing talent pipeline and future opportunities.
• An attribute-based assessment or other skills tests may be required during recruitment.
• Artificial intelligence tools may be used during the recruitment process.