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Added 8 mins ago
CC
Sales Representative
Courtesy Chrysler Jeep Dodge Ram
Calgary, AB
- Full-time
Role Description This full-time, on-site Sales Representative role is based in Calgary, AB and focuses on guiding customers through the vehicle sales process from initial contact to final…
Added 38 mins ago
MS
Community Relations Representative
Mineros S.A.
Atlin-Teslin Indian Cemetery 4, BC · Atlin, BC
- Full-time
We are seeking a Community Relations Representative to join our team and play a key role in building and maintaining strong, respectful, and trusted relationships with local communities…
Added 38 mins ago
SW
Graphic Designer
SD Wheel
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
…implementation of quality, result driven ideas that help improve the customer experience while driving website traffic. Control the success of the most badass social media feeds in the…
Added 1 hour ago
AC
Warehouse Technician (General)
Avmax Careers - Canada
Calgary, AB
- Full-time
Minimum one year of experience in a similar role, preferably in aviation.
Added 1 hour ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 1 hour ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
…performance and compliance with client requirements, trouble-shooting customer requests/complaints, coordinating site visits, and developing long-term relationships with clients and…
Added 1 hour ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
…performance and compliance with client requirements, trouble-shooting customer requests/complaints, coordinating site visits, and developing long-term relationships with clients and…
Added 3 hours ago
BI
Outside Sales Representative – North/Central Alberta
Bray International, Inc.
AB · Edmonton, AB
- Full-time
The Outside Sales Representative is responsible for driving revenue growth, expanding market share, and strengthening customer relationships across the North/Central Alberta territory. This…
Added 3 hours ago
HE
Direct Sales and Marketing Representitive
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Sales, retail, hospitality, or customer service experience is an asset.
Added 3 hours ago
HE
Customer Service Sales Representative
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
…marketing, events, and brand experiences. We’re looking for a Customer Service Representative who enjoys working with people, learning new skills, and being part of a…
Added 4 hours ago
FT
Outside Sales Representative, Calgary Moraine
Fountain Tire
Calgary, AB
- Other
…and dedicated individual to join our team as an Outside Sales Representative to help grow our business and support our customers. If you enjoy building relationships and finding new…
Added 4 hours ago
FT
Inside Sales Representative, Lethbridge North
Fountain Tire
Lethbridge, AB
- Other
Fountain Tire Lethbridge North (804 36 Street), is looking for a friendly and dedicated individual to join our team as an Inside Sales Representative/Service Writer!
Added 4 hours ago
FT
Inside Sales Representative, Val Caron
Fountain Tire
Sudbury, ON · Val Caron, ON
- Other
…individual to join our team on the front counter as an Inside Sales…
Added 4 hours ago
FT
Inside Sales Representative, Edmonton (Roper Road)
Fountain Tire
Edmonton, AB
- Other
Provide service quotes and receive customer authorization for work to be performed on vehicles, finalize sales, and complete customer follow up.
Added 5 hours ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
✅ 3+ years brokerage experience (no direct writers)
Added 5 hours ago
FB
Customer Service Representative
Farm Boy Inc.
Kingston, ON
- Up to $18 CAD / hour
- Full-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 5 hours ago
Supplier Quality Engineer
Westerkirk
Calgary, AB
Manage & Monitor the Supplier Certification (Designated Supplier Quality Representative DSQR) program
Added 5 hours ago
A
Sales & Marketing Representatives
Acosta
Richmond Hill, ON
- Full-time
Every conversation is an opportunity to build trust, create lasting customer relationships, and help Canadians stay connected.
Added 5 hours ago
A
Sales & Marketing Representatives
Acosta
Cambridge, ON
- Full-time
Every conversation is an opportunity to build trust, create lasting customer relationships, and help Canadians stay connected.
Added 5 hours ago
A
Sales & Marketing Representatives
Acosta
Waterloo, ON
- Full-time
Every conversation is an opportunity to build trust, create lasting customer relationships, and help Canadians stay connected.
Added 5 hours ago
A
Sales & Marketing Representatives
Acosta
Kitchener, ON
- Full-time
Every conversation is an opportunity to build trust, create lasting customer relationships, and help Canadians stay connected.
Added 5 hours ago
A
Sales & Marketing Representatives
Acosta
Burlington, ON
- Full-time
Every conversation is an opportunity to build trust, create lasting customer relationships, and help Canadians stay connected.
Added 5 hours ago
A
Sales & Marketing Representatives
Acosta
Niagara Falls, ON
- Full-time
Every conversation is an opportunity to build trust, create lasting customer relationships, and help Canadians stay connected.
Added 5 hours ago
A
Sales & Marketing Representatives
Acosta
Barrie, ON
- Full-time
Every conversation is an opportunity to build trust, create lasting customer relationships, and help Canadians stay connected.
Added 5 hours ago
TS
Consumer Care Rep
Tempur Sealy International
Toronto, ON · Canada - Toronto
- Full-time
Reporting to the Customer Service Manager (Order Desk and Customer Service, the Customer Service Representative is the primary point of contact for our end users and customers, dealers and…

CI Financial

Bilingual Client Services Representative

Toronto, ON, Canada

The anticipated base salary range for this position is $34,320 to $58,500. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $34,320 to $58,500.
Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are seeking a Bilingual Client Service Representative to join the CI Direct Trading Support team. In this role, you will help self-directed investors navigate their accounts, resolve service requests, and receive timely, accurate support in English and French. You will work independently and collaboratively in a fast-paced, regulated environment, bringing sound judgment, attention to detail, and a strong commitment to the client experience.

WHAT YOU WILL DO

Respond to client inquiries in English and French through phone, email, and other supported channels in a prompt, courteous, and professional manner.
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 where required.
Document client interactions, actions taken, and outstanding items accurately to support effective follow-up and a consistent client experience.
Build positive client relationships by listening carefully, communicating clearly, and taking ownership of inquiries through resolution or appropriate escalation.
Identify urgent, complex, or complaint-related matters and escalate them to the appropriate team in accordance with internal policies and regulatory requirements.
Protect client information and follow 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 responsibilities relevant to the position as required.

WHAT YOU WILL BRING

Fluency in English and French, both written and verbal, is required.
A bachelor’s degree in Business, Finance, or a related field, or an equivalent combination of education and relevant experience.
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.
Successful completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Trader Training Course (TTC) is an asset.

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $34,320 to $58,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

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

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

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More about this job

Responsibilities

Respond to client inquiries in English and French and investigate and resolve issues involving self-directed trading accounts, digital access, documentation, funding, transfers, and platform support. Support account opening and maintenance, document interactions, protect client information, and escalate complex or urgent matters while collaborating with internal teams.

Requirements

Fluency in written and spoken English and French is required, along with a bachelor’s degree in Business, Finance, or a related field, or equivalent education and experience. Candidates need at least one year of financial-services experience, strong customer-service and problem-solving skills, Microsoft 365 proficiency, and knowledge of online investing; CSC, CPH, and TTC completion is an asset.

Skills

English-French Bilingual Communication
Customer Service
Financial Services
Online Investing
Trading Platform Support
Problem-Solving
Investigation
Follow-Up
Attention to Detail
Account Documentation
Privacy and Security Compliance
Microsoft 365
Outlook
Word
Excel

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education-Related Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Savings Plan
Corporate Discounts
Enhanced Group Benefits
Parental Leave Top-Up
Paid Volunteer Time
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Self-Directed Trading
Brokerage
Investment Services
Online Investing
Trading Platforms
Client Service
Bilingual English and French
Account Opening
Account Maintenance
Account Transfers
Account Funding
Digital Access
Client Documentation
Regulatory Requirements
Privacy
Security
Compliance
Record-Keeping
Microsoft 365
Outlook
Word
Excel
Canadian Securities Course
Conduct and Practices Handbook Course
Trader Training Course

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