Bilingual Client Services Representative

CI Financial; Toronto; Presencial; CAD 34.000 - 59.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance coverage

Bonus program

Paid holidays and vacation

Descripción de la vacante

CI Financial is seeking a Bilingual Client Service Representative to join the Direct Trading Support team in Canada. You will assist self-directed investors and resolve service requests in English and French, working both independently and with colleagues in a regulated environment.

The role requires strong communication, attention to detail, and a commitment to delivering excellent client service in a fast-paced setting. Four days onsite per week with competitive benefits.

Formación

• Bachelor's degree in Business, Finance, or related field.
• At least 1 year of experience in financial services.
• Fluency in English and French (spoken and written).
• Ability to communicate complex information clearly and professionally.
• Proficiency with Windows and Microsoft 365 apps (Outlook, Word, Excel).

Responsabilidades

• Respond to client inquiries in English and French via phone, email, and other channels.
• Investigate and resolve questions about self-directed trading accounts and platform support.
• Support account opening and maintenance processes with proper documentation.
• Document interactions and follow up items for a consistent client experience.
• Escalate urgent matters per internal policies and regulatory requirements.
• Protect client information and ensure privacy and compliance.

Conocimientos

Bilingual English French

Customer service

Communication

Attention to detail

Educación

Bachelor's degree in Business/Finance or related field

Herramientas

Windows

Microsoft 365 (Outlook, Word, Excel)

Descripción del empleo

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 DORespond 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 escalate them 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 BRINGFluency 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. 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. Many of these benefits are subsidized or fully paid for by the company.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 SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.WHAT WE OFFERModern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringWe 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.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.