Bilingual Client Service Representative

CI Financial; Toronto; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Equipment Purchase Program

Training Reimbursement

Paid Professional Designations

Enhanced group benefits

Fitness membership discounts

Volunteer paid Days

Job summary

A leading financial services firm in Toronto is seeking a Client Services Representative with a Bachelor's degree and experience in the financial industry. Responsibilities include resolving client inquiries, maintaining records, and establishing positive client relationships. Candidate must be fluent in English and French, with excellent communication skills. This role offers a 12-month fixed-term contract with modern benefits and perks.

Qualifications

• Minimum of 1-year experience in the financial industry with trading or brokerage experience preferred.
• Self-initiated, fast learner with a positive attitude.
• Successful completion of CSC, CPH & TTC (Trader Training Course) courses.

Responsibilities

• Respond, investigate and resolve client inquiries via various communication channels.
• Maintain record of requests for follow-up.
• Establish and nurture positive relationship with clients.

Skills

Fluent in English and French

Excellent communication skills

Customer service experience

Organized and detail-oriented

Ability to work in fast-paced environment

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Microsoft Office Suite

Trading platforms

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

Fixed Term Contract: 12 months contract

Responsibilities

• Respond, investigate and resolve client inquiries via various communication channels in a prompt, courteous, and professional manner
• Maintain record of requests for follow up purposes
• Establish and nurture positive relationship with clients
• Other office duties, administrative tasks, and ad hoc projects relevant to the position shall be assigned as required

Qualifications

• Bachelor’s degree in Business, Finance, or related field of study
• Minimum of 1-year experience in the financial industry with trading or brokerage experience preferred
• Language fluency in English and French, written and verbal is required
• Excellent communication skills
• Proficient in Windows and Microsoft Office Suite - Word, Excel, Outlook
• Customer service experience is preferred
• Self-initiated, fast learner with a positive attitude
• Organized, detail oriented and hardworking character
• Ability to work in fast-paced and challenging environment
• Knowledge and experience with trading platforms
• Understanding of online investing products & services
• Successful completion of CSC, CPH & TTC (Trader Training Course) courses

What We Offer

• Modern HQ location within walking distance from Union Station
• Equipment Purchase Program
• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top‑up program
• Fitness membership discounts
• Volunteer paid Days

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416‑364‑1145 ext. 4747.