Bilingual Client Services Representative

CI Investments Inc.; Canada; On-site; CAD 34,000 - 59,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave

Top-up program

Paid time off for Volunteering

Job summary

CI Investments Inc. is seeking a Bilingual Client Service Representative to join the CI Direct Trading Support team in Canada.

You will help self-directed investors navigate their accounts, resolve service requests, and provide timely, accurate support in English and French. You will work independently and with colleagues in a fast-paced, regulated environment, bringing sound judgment, attention to detail, and a commitment to delivering an outstanding client experience.

Qualifications

• Fluency in English and French, written and spoken.
• Experience communicating complex information clearly.
• Experience in financial services preferred.

Responsibilities

• Respond to client inquiries in English and French via phone, email, and other channels.
• Resolve service requests for self-directed investors and verify account details.
• Support account opening and maintenance activities with accuracy.
• Document interactions and follow-ups for a consistent client experience.
• Escalate urgent or complex issues per policy and regulatory requirements.

Skills

Bilingual English and French

Client service experience

Financial services knowledge

Strong communication skills

Attention to detail

Education

Bachelor's degree in Business, Finance or related field

Tools

Windows

Microsoft 365 (Outlook, Word, Excel)

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.

We are seeking a Bilingual Client Service Representative to join the CI Direct Trading Support team. In this role, you will help self-directed investors navigate their accounts, resolve service requests, and receive timely, accurate support in English and French. You will work independently and collaboratively in a fast-paced, regulated environment, bringing sound judgment, attention to detail, and a strong commitment to the client experience.

WHAT YOU WILL DO

• Respond to client inquiries in English and French through phone, email, and other supported channels in a prompt, courteous, and professional manner.
• Investigate and resolve questions related to self-directed trading accounts, digital access, account documentation, funding, transfers, and general platform support within established procedures and service standards.
• Support account-opening and account-maintenance activities, including reviewing requests for completeness and coordinating follow-up where required.
• Document client interactions, actions taken, and outstanding items accurately to support effective follow-up and a consistent client experience.
• Build positive client relationships by listening carefully, communicating clearly, and taking ownership of inquiries through resolution or appropriate escalation.
• Identify urgent, complex, or complaint-related matters and escalateg to the appropriate team in accordance with internal policies and regulatory requirements.
• Protect client information and follow applicable privacy, security, compliance, and record-keeping requirements.
• Collaborate with colleagues and internal partners to resolve issues, share knowledge, and improve service processes.
• Complete administrative duties, ad hoc assignments, and other responsibilities relevant to the position as required.

WHAT YOU WILL BRING

• Fluency in English and French, both written and verbal, is required.
• A bachelor’s degree in Business, Finance, or a related field, or an equivalent combination of education and relevant experience.
• At least one year of experience in financial services; experience in a brokerage, discount brokerage, trading, or investment-services environment is preferred.
• Customer-service experience with a demonstrated ability to communicate complex information clearly and professionally.
• Knowledge of online investing products and services, with experience using trading platforms considered an asset.
• Strong problem-solving, investigation, and follow-up skills, with careful attention to detail and accuracy.
• The ability to organize competing priorities and remain composed in a fast-paced, client-focused environment.
• A collaborative, accountable, and proactive approach, with the ability to learn new systems and processes quickly.
• Proficiency with Windows and Microsoft 365 applications, including Outlook, Word, and Excel.
• Successful completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Trader Training Course (TTC) is an asset.

This role follows our in-office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company.

The anticipated base salary range for this position is $34,320 to $58,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave
• Top-up program
• Paid time off for Volunteering

In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others.

• health insurance coverage
• wellness programs
• life and disability insurance
• retirement savings plans
• paid leave programs
• education-related programs
• paid holidays and vacation time
• many others

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

We are focused on building a diverse and inclusive workforce.

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.

CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.