Représentant bilingue, Centre de services aux conseillers | Advisor Service Centre Representative Bilingual

Job summary

Provide exceptional customer service to investment advisors and investors within an inbound contact centre. Assist clients with investment strategy planning and direct inquiries to the appropriate departments as needed.

Job details

Our employer partner, in the Finance industry, is currently looking to add an experienced Représentant bilingue, Centre de services aux conseillers / Advisor Service Centre Representative Bilingual to their team! About us: Driven by their values of Trust and Integrity in everything they do, their mission is to build a better future for Canadian investors and help them stay ahead. This organization is a leader in mutual funds and ETF management. They offer a complete line of products and services to investors through a network of third-party brokers and financial advisors. Their primary goal is to support investment professionals as they endeavor to prepare their clients’ retirement and other significant life goals which demand focused financial management. Key Responsibilities: * Advisor Service Centre Team * Provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre. * Work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies. * You will represent the organization as you are responsible for answering our clients’ request for information and directing them to the appropriate department when required on a timely basis. * Starting on your first day, you will receive extensive training, resources and support that will build your expertise, skills and confidence to help you succeed in your role. It includes mutual funds and ETF foundational knowledge and training on their products, policies and procedures Qualifications: * College Diploma required (Recent graduates are encouraged to apply) or equivalent experience * Bilingualism in French and English (verbal and written) is required * Passion for delivering an exceptional client experience * Strong desire to learn and grow * Thrive in a workplace culture that promotes collaboration, diversity and belonging * Flexible and adaptable * Analytical and critical thinking skills to solve client problems * Embrace new technologies * Strong written and verbal communication skills * Detail oriented We thank all applicants interested in this opportunity; however, please note that only selected candidates will be contacted regarding next steps. Recruitment Transparency & Compliance Statement Jumpstart Refugee Talent advertises Ontario-based employment opportunities in alignment with the Employment Standards Act (ESA) job posting requirements effective January 1, 2026. As a third-party sourcing organization, Jumpstart reviews publicly advertised postings to support compliance with applicable requirements, including: * Review of compensation disclosures * Prohibition on “Canadian experience” requirements * Disclosure of artificial intelligence use (where applicable) * Maintenance of posting records for compliance purposes * Procedures to identify and address potentially fraudulent or misleading job postings Jumpstart does not conduct hiring or make employment decisions. Employers remain responsible for final recruitment processes and employment determinations.

What you’ll do

Provide exceptional customer service to investment advisors and investors within an inbound contact centre. Assist clients with investment strategy planning and direct inquiries to the appropriate departments as needed.

Requirements

A college diploma or equivalent experience is required, along with bilingual proficiency in French and English. Candidates should possess strong communication skills, a passion for client service, and the ability to thrive in a collaborative environment.

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• adaptability · Preferred
• Collaboration · Preferred
• Detail-oriented · Preferred
• Critical Thinking · Preferred
• Communication Skills · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Bilingualism
• Mutual funds
• ETF management
• Investment strategies
• Communication skills
• Analytical skills
• Critical thinking
• Problem solving
• Detail oriented
• Adaptability
• Collaboration
• Willingness To Learn
• Bilingual (French/English)
• Artificial Intelligence
• Multilingualism
• Management
• Call Center Experience
• Customer Service
• Critical Thinking
• Exchange-Traded Fund
• Financial Services
• Financial Management
• Leadership
• Verbal Communication Skills
• Detail Oriented

Job areas

• Customer Service & Support
• Finance & Accounting
• Advisor Service Representative
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors