Client Services Representative

AGF Investments; Toronto; Hybrid; CAD 52,000 - 54,000; Full time

Job summary

AGF Investments in Toronto is seeking experienced Client Service Representatives who thrive on delivering exceptional service to Financial Advisors and Investors. You will be the go-to person for account, transactional and product queries, primarily over the phone, following established service standards.

You will join a collaborative team with a focus on professional development, rotating shifts, and a flexible hybrid schedule.

Qualifications

• Post-secondary education completed and, preferably, Canadian Securities Course and/or IFIC courses.
• Passion for delivering great customer service and be part of a team that succeeds.
• 1 to 3 years in a contact centre role within financial services or fund company.
• Excellent communication, listening and written skills.
• Self-starter who can improve skills and build personal brand.
• Able to navigate multiple computer applications and multi-task while conversing with customers.
• Capable of solving problems and working under pressure.

Responsibilities

• Be the primary contact for advisors/investors to provide insights/solutions for account queries.
• Resolve customer requests and interface with other parts of the organization as needed.
• Maintain professionalism and build positive rapport with every caller.
• Work rotating shifts between 8 AM and 8 PM, Monday to Friday.
• Keep up-to-date knowledge on AGF products, services, policies and procedures.
• Contribute to a supportive team environment.

Skills

Excellent communication skills

Customer service orientation

Multitasking

Problem solving

Professional phone etiquette

Education

Post-secondary education completed

Canadian Securities Course

IFIC courses

Job description

About AGF:

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners, and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible, and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high‑net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

About AGF:

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners, and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible, and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high‑net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

About the Role:

AGF is looking for experienced Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first‑class customer service.

By connecting, caring, and providing an exceptional end‑to‑end client experience, the AGF Client Services team plays an integral role in ensuring our investors succeed. Our team is looking for experienced and dynamic individuals that can help us achieve our mandate. You can expect a supportive and collaborative environment where we develop and promote talent and always strive to succeed.

You will work remotely 3 days per week and work out of our downtown Toronto corporate office 2 days per week. This position has a target start date of October 13, 2026.

Your Responsibilities:

• Be the primary contact for advisors/investors to provide insight/solutions for account, transactional, procedural and product queries, primarily over the phone, in accordance to established Service Level Standards.
• Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed.
• Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller.
• Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday.
• Maintain up to date knowledge on AGF products, services, policies, and procedures to provide accurate and complete information to advisors/investors.
• Actively participate in building a supportive team environment that fosters positivity and engagement.

Your Qualifications:

• Post‑secondary education completed and preferably completed the Canadian Securities Course and/or applicable IFIC courses.
• A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success.
• 1 to 3 years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider.
• Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer.
• Be a self‑starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand.
• You can easily navigate between different computer applications and multi‑task, while having a great conversation with customers.
• You can problem solve and work well under pressure.

Compensation:

The anticipated compensation range for this role is $52,000 - $54,000 annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.). Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity.

• AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well‑being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.

No unsolicited agency referrals please.

AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.

We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [e-mail] so that appropriate arrangements can be made.