Bilingual Client Services Representative

CI Financial; Toronto; Ibrido; CAD 34.000 - 59.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Wellness programs

Retirement savings plans

Paid time off

Descrizione del lavoro

CI Financial is seeking a Bilingual Client Service Representative to support self-directed investors in English and French. The role focuses on handling inquiries via phone, email, and other channels with accuracy and timely responses in a regulated environment.

Responsibilities include opening and maintaining accounts, documenting interactions, and escalating complex issues per policy. Onsite four days per week, with a comprehensive benefits package and base salary range noted.

Competenze

• Bachelor’s degree in Business, Finance, or related field.
• Experience in financial services; brokerage/trading environment preferred.
• Strong communication of complex information with customers.

Mansioni

• 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 elevate 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.

Conoscenze

Bilingual English/French

Bachelor's degree

Financial services experience

Customer service

Investment products knowledge

Problem solving

Prioritization

Collaboration

MS Office

Formazione

Bachelor's degree in Business/Finance

Canadian Securities Course (CSC) asset

Conduct and Practices Handbook Course (CPH) asset

Trader Training Course (TTC) asset

Strumenti

Trading platforms

Descrizione del lavoro

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 elevate 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 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. 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 Success

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

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

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.