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About the Role
CI Direct Trading Support team is seeking a Bilingual Client Service Representative to assist self-directed investors with their accounts, resolve service requests, and provide timely, accurate support in English and French. This role requires independent and collaborative work in a fast-paced, regulated environment, emphasizing sound judgment, attention to detail, and a strong commitment to client experience.
Responsibilities
- Respond to client inquiries in English and French through phone, email, and other supported channels promptly, courteously, and professionally.
- Investigate and resolve questions related to self-directed trading accounts, digital access, account documentation, funding, transfers, and general platform support within established procedures and service standards.
- Support account-opening and account-maintenance activities, including reviewing requests for completeness and coordinating follow-up.
- Document client interactions, actions taken, and outstanding items accurately.
- Build positive client relationships by listening carefully, communicating clearly, and taking ownership of inquiries through resolution or escalation.
- Identify and escalate urgent, complex, or complaint-related matters to the appropriate team in accordance with internal policies and regulatory requirements.
- Protect client information and adhere to applicable privacy, security, compliance, and record-keeping requirements.
- Collaborate with colleagues and internal partners to resolve issues, share knowledge, and improve service processes.
- Complete administrative duties, ad hoc assignments, and other relevant responsibilities as required.
Requirements
- Fluency in English and French, both written and verbal, is required.
- At least one year of experience in financial services; experience in a brokerage, discount brokerage, trading, or investment-services environment is preferred.
- Customer-service experience with a demonstrated ability to communicate complex information clearly and professionally.
- Knowledge of online investing products and services, with experience using trading platforms considered an asset.
- Strong problem-solving, investigation, and follow-up skills, with careful attention to detail and accuracy.
- The ability to organize competing priorities and remain composed in a fast-paced, client-focused environment.
- A collaborative, accountable, and proactive approach, with the ability to learn new systems and processes quickly.
- Proficiency with Windows and Microsoft 365 applications, including Outlook, Word, and Excel.
Skills
- Communication
- Problem-solving
- Investigation
- Follow-up
- Attention to detail
- Accuracy
- Organization
- Composure
- Collaboration
- Accountability
- Proactiveness
- Quick learning
- Microsoft 365 proficiency
Location
- Onsite
Work Type
- Full-time
- In-office (four days per week)
Experience Level
- Entry-level
- 1+ year experience
Education Level
- Bachelor's degree in Business, Finance, or a related field, or an equivalent combination of education and relevant experience.
Salary/Compensations
- $34,320 to $58,500
Benefits
- Bonus program participation
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays
- Vacation time
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
About the Company
- CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
- Founded in 1965, CI consistently anticipates and responds to the changing needs of investors.
- Driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
- Employees thrive in a fast-paced environment that encourages growth, continuous learning, and going the extra mile.
Equal Opportunity
- CI Financial Corp. and all of its affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
- Encourages applications from candidates who are excited about the role and may not meet all qualification requirements.
- Offers accommodations for individuals with disabilities during the application and recruitment process.