At CI, we see a outstanding 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.

Fixed Term Contract: 12 months contract

Responsibilities

Respond, investigate and resolve client inquiries via various communication channels in a prompt, courteous, and professional manner

Maintain record of requests for follow up purposes

Establish and nurture positive relationship with clients

Other office duties, administrative tasks, and ad hoc projects relevant to the position shall be assigned as required

Qualifications

Bachelor’s degree in Business, Finance, or related field of study

Minimum of 1-year experience in the financial industry with trading or brokerage experience preferred

Language fluency in English and French, written and verbal is required

Excellent communication skills

Proficient in Windows and Microsoft Office Suite - Word, Excel, Outlook

Customer service experience is preferred

Self-initiated, fast learner with a positive attitude

Organized, detail oriented and hardworking character

Ability to work in fast-paced and challenging environment

Knowledge and experience with trading platforms





Understanding of online investing products & services

Successful completion of CSC, CPH & TTC (Trader Training Course) courses

What We Offer

Modern HQ location within walking distance from Union Station

Equipment Purchase Program

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top‑up program

Fitness membership discounts

Volunteer paid Days

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 [email protected], or call 416‑364‑1145 ext. 4747.

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📌 Bilingual Client Service Representative (Ontario)
🏢 CI Financial
📍 Ontario