Ai Financial is a Canadian segregated fund distribution company regulated under FSRA. We're looking for a Client Service Associate to support advisors and clients with product-related inquiries across segregated funds, investment loans, and registered accounts. This role goes beyond status updates — you'll be answering real questions about how our products work, so strong product knowledge and exact communication are essential. About the Role Ai Financial is a Canadian segregated fund distribution company regulated under FSRA. We're looking for a Client Service Associate to support advisors and clients with product-related inquiries across segregated funds, investment loans, and registered accounts. This role goes beyond status updates — you'll be answering real questions about how our products work, so strong product knowledge and precise communication are essential. What to Expect — Is This Role Right for You? We believe in full transparency upfront to ensure mutual alignment before you join: We're a small company. Team size, resources, and support infrastructure are not comparable to a big

📌 Client Service Associate (Toronto)
🏢 AI Financial
📍 Toronto