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Closed listing

Agora Wealth

Bilingual Customer Success Associate / Associé(e) bilingue à la réussite client

Mississauga, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Nov 6, 2026
Experience: 2+ years of experience in a similar support role at a financial institution
Posting language: English · French
Posted: Oct 7, 2026

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Original job description

Archived listing. The details below describe a past opening.

English section of this bilingual listing.

About Agora

We are a modern AI wealth management platform built for independent advisors and dealer partners who want to grow, operate efficiently, and deliver better client outcomes - without sacrificing independence.

Our core mission is to expand access to trusted financial advice by equipping independent advisors and dealers with the operating systems, custody infrastructure, and disciplined governance required to scale responsibly.

The Agora Operations and Advisor Support Department is responsible for providing a full range of account lifecycle and maintenance activities and support to our clients. As a Bilingual Customer Success Associate, you will utilize your expertise and knowledge to respond to a wide variety client inquiries in both English and French.

This role involves the ability to manage both routine and complex client queries across multiple systems ensuring documentation and service levels are of the highest standard and adhere to internal and regulatory industry requirements.

What You’ll Do:

Handle customer queries, in both official languages, via web chat, email, or telephone with the goal to achieve a highly satisfied customer.
Ability to quickly identify and assess customers' needs.
Handle complaints and provide appropriate solutions quickly.
Outbound communication to follow up on resolution or to obtain missing documentation/information.
Conduct operational account administration, predominately in French.
Ability to manage own workload within a demanding environment and ensure your allocated workflow items are completed within prescribed service levels.
Work as a team with colleagues and other departments to ensure best outcomes in a prompt manner.
Continually seek opportunities to improve our processes to improve the customer experience.
Assist in projects/tasks as may reasonably be required to facilitate the smooth operation of the company.
Keep abreast of all policies, procedural documentation and updates and maintain knowledge of applicable industry standards and regulatory changes.
Contribute to the continuous improvement and push for automation and digitalization within Agora and the dealer community.

What You Bring to the Role:

Effective communicator (written and oral) in both French and English
2+ years of experience in a similar support role at a financial institution
Knowledge of mutual funds, self-directed products, securities, and lending products
Able to thrive in a fast-paced environment while meeting firm deadlines.
Excellent communication skills with superb listening skills and excellent judgment
Excellent analytical skills to perform investigative work due to escalated issues.
Excellent attention to detail and accuracy
Familiarity with using large and complex financial database systems; ability to learn inquiry functions in back-office processing systems.
Ability to prioritize workloads to meet deadlines and demand
Highly motivated with a desire to succeed and progress.
Completion of Investment Funds of Canada (IFIC) or Canadian Securities Course (CSC) is preferred.

Are you ambitious, energetic, bold thinker who is ready to make an impact at an innovative organization that is poised for growth?

We want to hear from you! Send your cover letter and resume to: careers@agoracorp.ca

We thank all applicants for their interest, however, only those who will be selected for an interview will be contacted.

Agora is committed to fostering an inclusive workplace and we will consider all qualified applicants for employment regardless of race, colour, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally protected ground.

Current work authorization for Canada is required.

___________________________________________________________________________________________________________________________

À propos d’Agora

Read the full bilingual original

About Agora

What You’ll Do:

Handle customer queries, in both official languages, via web chat, email, or telephone with the goal to achieve a highly satisfied customer.
Ability to quickly identify and assess customers' needs.
Handle complaints and provide appropriate solutions quickly.
Outbound communication to follow up on resolution or to obtain missing documentation/information.
Conduct operational account administration, predominately in French.
Ability to manage own workload within a demanding environment and ensure your allocated workflow items are completed within prescribed service levels.
Work as a team with colleagues and other departments to ensure best outcomes in a prompt manner.
Continually seek opportunities to improve our processes to improve the customer experience.
Assist in projects/tasks as may reasonably be required to facilitate the smooth operation of the company.
Keep abreast of all policies, procedural documentation and updates and maintain knowledge of applicable industry standards and regulatory changes.
Contribute to the continuous improvement and push for automation and digitalization within Agora and the dealer community.

What You Bring to the Role:

Effective communicator (written and oral) in both French and English
2+ years of experience in a similar support role at a financial institution
Knowledge of mutual funds, self-directed products, securities, and lending products
Able to thrive in a fast-paced environment while meeting firm deadlines.
Excellent communication skills with superb listening skills and excellent judgment
Excellent analytical skills to perform investigative work due to escalated issues.
Excellent attention to detail and accuracy
Familiarity with using large and complex financial database systems; ability to learn inquiry functions in back-office processing systems.
Ability to prioritize workloads to meet deadlines and demand
Highly motivated with a desire to succeed and progress.
Completion of Investment Funds of Canada (IFIC) or Canadian Securities Course (CSC) is preferred.

Are you ambitious, energetic, bold thinker who is ready to make an impact at an innovative organization that is poised for growth?

We want to hear from you! Send your cover letter and resume to: careers@agoracorp.ca

We thank all applicants for their interest, however, only those who will be selected for an interview will be contacted.

Current work authorization for Canada is required.

___________________________________________________________________________________________________________________________

À propos d’Agora

Agora est une plateforme moderne de gestion de patrimoine propulsée par l’intelligence artificielle, conçue pour les conseillers indépendants et les courtiers partenaires qui souhaitent développer leurs activités, améliorer leur efficacité opérationnelle et offrir de meilleurs résultats à leurs clients, tout en préservant leur indépendance.

Notre mission est d’élargir l’accès à des conseils financiers de confiance en fournissant aux conseillers indépendants et aux courtiers les systèmes d’exploitation, l’infrastructure de garde et le cadre de gouvernance nécessaires pour croître de façon responsable.

L’équipe des opérations et du soutien aux conseillers est responsable de l’ensemble du cycle de vie des comptes ainsi que du soutien offert à notre clientèle. À titre d’associé(e) bilingue à la réussite client, vous mettrez à profit votre expertise afin de répondre à une vaste gamme de demandes de clients en français et en anglais.

Ce rôle exige la capacité de gérer des demandes courantes et complexes provenant de diverses plateformes, tout en veillant au respect des normes les plus élevées en matière de documentation, de service à la clientèle, de conformité interne et de réglementation du secteur.

Vos principales responsabilités

Répondre aux demandes des clients, dans les deux langues officielles, par clavardage, courriel ou téléphone, en visant un niveau élevé de satisfaction.
Identifier rapidement les besoins des clients et évaluer adéquatement leur situation.
Traiter les plaintes et proposer des solutions appropriées dans les meilleurs délais.
Effectuer des suivis auprès des clients afin de confirmer la résolution d’un dossier ou d’obtenir des renseignements ou documents manquants.
Effectuer diverses tâches administratives liées aux comptes, principalement en français.
Gérer efficacement votre charge de travail dans un environnement dynamique et vous assurer que les dossiers assignés sont traités selon les normes de service établies.
Collaborer étroitement avec vos collègues et les autres équipes afin d’offrir des solutions rapides et efficaces.
Rechercher continuellement des occasions d’améliorer les processus et l’expérience client.
Participer à différents projets et mandats nécessaires au bon fonctionnement de l’entreprise.
Maintenir à jour vos connaissances des politiques, procédures, normes de l’industrie et exigences réglementaires applicables.
Contribuer aux initiatives d’amélioration continue, d’automatisation et de numérisation au sein d’Agora et de la communauté des courtiers.

Ce que vous apportez

Excellentes aptitudes de communication, tant à l’oral qu’à l’écrit, en français et en anglais.
Minimum de deux (2) années d’expérience dans un rôle similaire au sein d’une institution financière.
Connaissance des fonds communs de placement, des produits autogérés, des valeurs mobilières et des produits de crédit.
Capacité à évoluer dans un environnement rapide tout en respectant des échéances serrées.
Excellentes habiletés relationnelles, d’écoute et de jugement.
Solides compétences analytiques et aptitude à effectuer des recherches lors de dossiers complexes ou escaladés.
Grand souci du détail et de l’exactitude.
Expérience avec des bases de données financières complexes et capacité d’apprendre rapidement les systèmes de traitement administratif.
Capacité à établir les priorités et à gérer plusieurs dossiers simultanément.
Forte motivation, esprit d’initiative et désir de progresser.
La réussite du cours Fonds d’investissement au Canada (IFIC) ou du Cours sur le commerce des valeurs mobilières au Canada (CCVM/CSC) constitue un atout.

Pourquoi vous joindre à nous?

Vous êtes une personne ambitieuse, énergique et audacieuse qui souhaite avoir un impact concret au sein d’une organisation innovante en pleine croissance?

Nous voulons vous rencontrer!

Veuillez faire parvenir votre lettre de présentation et votre curriculum vitæ à :

careers@agoracorp.ca

Nous remercions tous les candidats de leur intérêt. Toutefois, seules les personnes retenues pour une entrevue seront contactées.

Agora s’engage à favoriser un milieu de travail inclusif. Nous étudions toutes les candidatures qualifiées sans égard à la race, à la couleur, à la religion, au sexe, à l’orientation sexuelle, à l’identité ou à l’expression de genre, à l’origine nationale ou ethnique, à l’âge, au handicap, à la situation familiale, au statut d’ancien combattant protégé, au statut autochtone ou à tout autre motif protégé par la loi.

Une autorisation valide de travailler au Canada est requise.

About employer

More about this job

Responsibilities

Respond to customer inquiries in English and French through chat, email, and phone; resolve complaints, follow up on cases, and administer accounts, primarily in French. Manage assigned work within service standards, collaborate across teams, maintain knowledge of policies and regulations, and contribute to process improvement, automation, and digitization.

Requirements

Requires at least two years of similar experience at a financial institution, strong written and spoken English and French, and knowledge of mutual funds, self-directed products, securities, and lending products. Candidates should have strong communication, analytical, organizational, and accuracy skills; completion of the Investment Funds in Canada course or Canadian Securities Course is preferred.

Skills

Bilingual Communication
Customer Support
Customer Needs Assessment
Complaint Resolution
Account Administration
Financial Services Knowledge
Mutual Funds
Self-Directed Products
Securities
Lending Products
Analytical Skills
Attention to Detail
Workload Prioritization
Database Systems
Regulatory Compliance
Process Improvement

Visa sponsorship

Not detected in the job text

Keywords

Customer Success
Customer Support
Bilingual English And French
Financial Services
Financial Institution
Account Lifecycle
Account Administration
Mutual Funds
Self-Directed Products
Securities
Lending Products
Investment Funds In Canada (IFIC)
Canadian Securities Course (CSC)
Client Inquiries
Complaint Resolution
Web Chat
Email Support
Telephone Support
Financial Database Systems
Back-Office Processing Systems
Regulatory Compliance
Industry Standards
Service Levels
Documentation
Process Improvement
Automation
Digitalization
Workload Prioritization

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