Bilingual Client Service Representative (Contract)
Top Benefits
About the role
Description
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.
WHAT YOU WILL DO
• Respond, investigate and resolve client inquiries via various communication channels in a prompt, courteous, and professional manner
• Maintain record of requests for follow up purposes
• Establish and nurture positive relationship with clients
• Other office duties, administrative tasks, and ad hoc projects relevant to the position shall be assigned as required
Fixed Term Contract: 12 months contract
WHAT YOU WILL BRING
• Bachelor’s degree in Business, Finance, or related field of study
• Minimum of 1-year experience in the financial industry with trading or brokerage experience preferred
• Language fluency in English and French, written and verbal is required
• Excellent communication skills
• Proficient in Windows and Microsoft Office Suite - Word, Excel, Outlook
• Customer service experience is preferred
• Self-initiated, fast learner with a positive attitude
• Organized, detail oriented and hardworking character
• Ability to work in fast-paced and challenging environment
• Knowledge and experience with trading platforms
• Understanding of online investing products & services
• Successful completion of CSC, CPH & TTC (Trader Training Course) courses.
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. 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.
WHAT WE OFFER · Modern HQ location within walking distance from Union Station · Equipment Purchase Program · Training Reimbursement · Paid Professional Designations · Employee Share Purchase Program (ESPP) · Corporate Discount Program · Enhanced group benefits · Parental Leave Top–up program · Fitness membership discounts · Volunteer paid Days
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Bilingual Client Service Representative (Contract)
Top Benefits
About the role
Description
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.
WHAT YOU WILL DO
• Respond, investigate and resolve client inquiries via various communication channels in a prompt, courteous, and professional manner
• Maintain record of requests for follow up purposes
• Establish and nurture positive relationship with clients
• Other office duties, administrative tasks, and ad hoc projects relevant to the position shall be assigned as required
Fixed Term Contract: 12 months contract
WHAT YOU WILL BRING
• Bachelor’s degree in Business, Finance, or related field of study
• Minimum of 1-year experience in the financial industry with trading or brokerage experience preferred
• Language fluency in English and French, written and verbal is required
• Excellent communication skills
• Proficient in Windows and Microsoft Office Suite - Word, Excel, Outlook
• Customer service experience is preferred
• Self-initiated, fast learner with a positive attitude
• Organized, detail oriented and hardworking character
• Ability to work in fast-paced and challenging environment
• Knowledge and experience with trading platforms
• Understanding of online investing products & services
• Successful completion of CSC, CPH & TTC (Trader Training Course) courses.
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. 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.
WHAT WE OFFER · Modern HQ location within walking distance from Union Station · Equipment Purchase Program · Training Reimbursement · Paid Professional Designations · Employee Share Purchase Program (ESPP) · Corporate Discount Program · Enhanced group benefits · Parental Leave Top–up program · Fitness membership discounts · Volunteer paid Days
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.