Bilingual Client Services Associate (EN/FR)

CGC Canaccord Genuity Corp.; Montreal (administrative region); On-site; CAD 42,000 - 64,000; Full time

Job summary

Canaccord Genuity Group Inc. is seeking a detail-oriented Associate, Customer Service for CG Direct in Montreal.

You will build trusted client relationships, respond to inquiries via phone, email and chat, and assist with onboarding for new account applications. The role requires strong communication, problem-solving skills, and the ability to work both independently and as part of a team in a fast-paced environment.

Qualifications

• Bilingual in English and French is required.
• Experience in relationship and account management in securities is a plus.
• Ability to support client services on multiple projects concurrently.
• MS Office proficiency; Dataphile or SharePoint experience is a plus.

Responsibilities

• Build trusted relationships and solve client problems via calls, emails, and chats.
• Provide onboarding assistance for new CG Direct account applications.
• Contribute to day-to-day client service team operations.

Skills

Bilingual English/French

Relationship management

Account management

Client service

Problem solving

Interpersonal skills

Discretion

Team collaboration

Communication skills

Crucial conversations

Education

Canadian Investment Regulatory Exam (CIRE)

Derivatives Fundamentals and Options Licensing Course (DFOL)

Futures Licensing Course (FLC)

Tools

MS Office

Dataphile

SharePoint

Job description

Canaccord Genuity Group Inc. is seeking a detail-oriented Associate, Customer Service for CG Direct in Montreal.

You will build trusted client relationships, respond to inquiries via phone, email and chat, and assist with onboarding for new account applications. The role requires strong communication, problem-solving skills, and the ability to work both independently and as part of a team in a fast-paced environment.