Bilingual Client Services Specialist: EN/FR Trading Support

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

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.