Bilingual Financial CSR - Mortgages

Bilingual Source; Toronto; On-site; CAD 45,000 - 50,000; Full time

Job summary

A leading financial services company in Canada is seeking a Bilingual Customer Service Specialist to join their Contact Centre team. This role involves supporting customers in both French and English regarding mortgage and financial products. Candidates should have customer service experience and be familiar with Canadian financial regulations. The position offers a salary of CA$45,000 - CA$50,000 annually, along with opportunities for advancement in a supportive environment.

Benefits

Structured onboarding and training

Peer mentorship

Opportunities for internal advancement

Qualifications

• 2+ years of customer service or contact centre experience.
• Knowledge of Canadian financial products such as TFSA, RRSP, RRIF, or GICs.
• Tech-savvy and quick to learn internal systems.

Responsibilities

• Handle inbound calls with professionalism and warmth.
• Provide clear responses on mortgage and deposit products.
• Resolve inquiries efficiently, often on the first contact.

Skills

Fluent in French

Fluent in English

Customer service experience

Communication skills

Education

Post-secondary education in business or finance

Job description

Overview

Introduction: Are you fluent in French and English and passionate about helping customers? Our client, a leading name in Canada’s financial services sector, is looking for a Bilingual Customer Service Specialist to join their growing Contact Centre team. This role is perfect for service-oriented professionals eager to grow their careers in the mortgage and financial product space.

What You’ll Do

You will be the first point of contact for customers, providing thoughtful, accurate, and empathetic support. You will represent both the Mortgage and Oaken Financial lines, helping clients with product questions, service needs, and general inquiries while contributing to customer satisfaction and business success.

Responsibilities

• Handle inbound calls with professionalism, warmth, and urgency
• Provide clear, accurate responses on mortgage and deposit products
• Resolve inquiries efficiently, often on the first contact
• Follow up on escalations and customer concerns
• Maintain strong adherence to compliance, privacy, and anti-fraud protocols
• Draft professional internal communications as needed
• Meet quality and performance metrics such as Net Promoter Score and schedule adherence

Qualifications

• Bilingual in French and English (spoken and written)
• 2+ years of customer service or contact centre experience
• Knowledge of Canadian financial products, especially TFSA, RRSP, RRIF, or GICs
• Strong communication and typing skills
• Ability to work in a structured, high-volume environment
• Tech-savvy and quick to learn internal systems
• Post-secondary education in business or finance (preferred)
• Familiarity with AML and KYC regulations is an asset
• Full-time, 35-hour work week
• Structured onboarding and in-class training
• Peer mentorship and job shadowing
• Opportunities for internal advancement
• Access to a wide range of financial product knowledge
• Exposure to one of Canada’s top alternative lenders
• Supportive team environment focused on learning and development

Compensation

CA$45,000.00 / yr - CA$50,000.00 / yr