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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
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

The Bilingual Client Services Representative will assist self-directed investors with account inquiries, trading support, and service requests in both English and French. They are responsible for documenting interactions, resolving account-related issues, and escalating complex matters while adhering to regulatory and privacy standards.

Requirements

Candidates must be fluent in English and French and possess at least one year of experience in the financial services industry. A bachelor's degree in Business or Finance is required, along with strong problem-solving skills and proficiency in Microsoft Office applications.

Skills

Bilingualism
Client service
Financial services
Trading support
Problem-solving
Communication
Attention to detail
Account management
Regulatory compliance
Microsoft 365
Outlook
Word
Excel
Investment knowledge
Conflict resolution

Benefits

Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Training reimbursement
Employee savings plan
Corporate discount program
Enhanced group benefits
Parental leave top-up program
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Client Services
Financial Services
Bilingual
Trading
Brokerage
Investment Services
Account Maintenance
Regulatory Requirements
Compliance
Microsoft 365
Outlook
Word
Excel
Canadian Securities Course
Conduct and Practices Handbook Course
Trader Training Course
Wealth Management
Asset Management
Self-directed Investing
Customer Support

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