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About the Role

This role is ideal for someone with strong client service experience, investment knowledge, and completion of either the Canadian Securities Course (CSC) or the Canadian Investment Regulatory Exam (CIRE). The successful candidate will act as a primary point of contact for clients, supporting inquiries related to investment accounts, trading functions, account services, and general financial service requests.

Responsibilities

Respond to client inquiries by phone and email in English and French, Mandarin, or Cantonese.
Assist clients with account-related questions, trading inquiries, and investment service requests.
Provide accurate, professional, and timely support while maintaining a high level of customer satisfaction.
Use sound judgment and problem-solving skills to resolve client concerns effectively.
Follow internal policies, procedures, and compliance requirements.
Identify and escalate potential risk, compliance, or account-related concerns when required.
Maintain strong attention to detail when handling sensitive client and financial information.
Support team goals by contributing to a positive, professional, and collaborative work environment.
Identify opportunities to support client needs through appropriate referrals or service recommendations.

Requirements

Fluency in English and at least one of the following languages: French, Mandarin, or Cantonese, written and verbal.
Completion of either the Canadian Securities Course (CSC) or the Canadian Investment Regulatory Exam (CIRE) is required.
Previous experience in investments, brokerage, wealth management, banking, or financial services.
Strong customer service experience, preferably within a contact centre or client-facing environment.
Strong understanding of investment products, account types, and trading-related processes.
Excellent communication, problem-solving, and interpersonal skills.
Strong attention to detail and ability to recognize risk.
Ability to work independently while meeting performance and service expectations.
Strong time-management and prioritization skills.
Completed post-secondary education is preferred.

Skills

English
French
Mandarin
Cantonese
Customer Service
Investment Knowledge
Communication
Attention to Detail
Problem-Solving
Time Management
Prioritization

Location

Toronto, ON

Work Type

Hybrid
Onsite

Experience Level

Contact Centre
Client-Facing

Education Level

Post-secondary education preferred

Salary/Compensations

$27.00 - $27.00/hr

About the Company

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

Equal Opportunity

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.