Client Services Representative

AGF Management Limited; Toronto; On-site; CAD 52,000 - 54,000; Full time

Job summary

AGF Management Limited in Toronto invites experienced Client Service Representatives to join our investor services team. You will support Financial Advisors and Investors via phone and online channels, delivering a seamless end-to-end client experience while adhering to service standards.

The role is hybrid: remote 3 days per week and in-office 2 days in downtown Toronto, with a start target of October 13, 2026.

Qualifications

• Post-secondary education completed and preferably completed the Canadian Securities Course and/or applicable IFIC courses.
• 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.

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.

Skills

Customer service

Communication skills

Multitasking

Problem solving

Self-motivation

Education

Post-secondary education

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 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 and Benefits

• 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.

Commitment to Diversity and Inclusion

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.

Invested in Discipline. At AGF, our approach is defined by three principles: Shared Intelligence, Measured Approach and Active Accountability. Together, they create a disciplined process that is transparent, repeatable, and deeply woven into our DNA – delivering consistent outcome to our clients, whatever tomorrow may bring.