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About the Role

The Advisor Service Centre Representative Bilingual will provide exceptional customer service to investment advisors, their support teams, and investors in an inbound contact centre. This role involves working directly with advisors and investors to support their short-term and long-term investment strategies, representing the organization by answering client requests, and directing them to the appropriate department. Extensive training on mutual funds, ETFs, products, policies, and procedures will be provided.

Responsibilities

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.
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.
Receive extensive training, resources and support that will build your expertise, skills and confidence to help you succeed in your role.
Gain mutual funds and ETF foundational knowledge and training on their products, policies and procedures.

Requirements

College Diploma required 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

Skills

Customer service
Communication
Analytical thinking
Critical thinking
Adaptability
Detail orientation

Location

Ontario

Work Type

Full-time

Experience Level

Experienced

Education Level

College Diploma

About the Company

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.

Equal Opportunity

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