OverviewQuestrade Financial Group (QFG) and its affiliated companies provide securities and foreign currency investment services, professionally managed investment portfolios, mortgages, real estate services, financial services and more. QFG uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money. We are building a culture of innovation where technology serves people and AI is leveraged to improve employee and customer experiences.This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working workplace you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.What’s in it for you as an employee of QFG?Health & wellbeing resources and programsPaid vacation, personal, and sick days for work-life balanceCompetitive compensation and benefits packagesWork-life balance in a hybrid environment with at least 3 days in officeCareer growth and development opportunitiesOpportunities to contribute to community causesWork with diverse team members in an inclusive and collaborative environmentPositionBilingual Client Services Specialist - Banking(Canada)The Bilingual Customer Service Specialist (CSS) will provide support to our customers relating to residential mortgages. The CSS will respond to multiple communication channels (Email, Call, Portal, Chat, etc.) to ensure timely turnaround and effective resolution management. CSSs will respond to and action service-related inquiries, triage other inquiries and related items,



and identify cross-sell opportunities for related products.In this role, responsibilities include but are not limited to:Provide exceptional customer service from first interaction to resolution, focusing on the customer experience to build meaningful relationships.Communicate professionally and effectively, both verbally and in writing, with partners and brokers regarding Residential mortgage accounts.Be fluent and knowledgeable with all accounts including cross-selling opportunities.Collaborate with the Residential Underwriting teams to ensure broker and partner requests are actioned as required.Conduct outbound/inbound calls and case management to support the Mortgage Operations team (application follow-ups, documentation follow-ups, and other calls as required).Handle inbound requests for customers post funding, including follow ups and supporting Enterprise Collections, Retention and Funding requests.Maintain knowledge of the financial services industry, competition, trends and market conditions.Provide support and/or recommendations for process improvements to Leadership, as appropriate.Follow all AML policies and procedures with client accounts, with emphasis on Know Your Client rules.Comply with QFG policies regarding the privacy of information.Proactively identify actual and potential AML/ATF risk situations, conduct inquiries and investigations,



and implement corrective actions or risk mitigation in a timely manner or escalate appropriately.Adhere to compliance and operational risk controls in accordance with company policies and procedures.Support other team functions, as necessary.QualificationsFully bilingual in French and EnglishMinimum of 1 year in Customer Service (preferably in financial and/or call center environments)University degree in business or related field preferredStrong interpersonal and relationship-building skillsStrong attention to detail and accuracyHigh level of integrity, confidentiality, and accountabilitySound analytical thinking, planning, prioritizing, and execution skillsDiplomacy, including solid negotiation, conflict resolution, and people management skillsSolid written and verbal business communication skillsAdditional competenciesAdaptable and flexibleProblem solving and critical thinkingTechnical proficiencyTime management and organizationCompensationBase salary range: $50,000 - $53,000The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.Application and accessibilityQuestrade Financial Group of Companies is an equal opportunity employer. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs. Candidates selected for an interview will be contacted directly.5200 Yonge St, North York, ON M2N 5M9, Canada#J-18808-Ljbffr

📌 Bilingual Client Services Specialist - Mortgages - C$50,000 - C$53,000 A Year (Winnipeg)
🏢 Questrade Financial Group
📍 Winnipeg