Bilingual Client Service Associate

Overview

CI Financial is committed to a workplace where everyone has a voice and opportunities to grow, work on innovative projects, and be supported and engaged. As a Bilingual Client Service Associate, you will collaborate with internal and external stakeholders to provide top-notch client support to Financial Advisors. The Client Experience Team is the go-to group for Investment Advisor clients, and the relationship is based on trust in our expertise and ability to support them effectively.

This role requires calm performance in a fast-paced environment and prior experience in the financial services industry. After training, you will service a defined group of advisors and work with a consistent team to deliver excellent service. This position is located at our 15 York office location.

• Collaborate within a team to support Advisors in process-related matters and handle complex inquiries.
• Directly engage with operations and back-office teams to process documentation and troubleshoot operational and account issues.
• Work closely with colleagues across the organization to facilitate daily activities and ensure seamless operations.
• Process financial transactions related to Dealer activity with precision and compliance.
• Raise and track client and operational issues, promptly escalating as required.
• Apply creative and out-of-the-box thinking when dealing with unique inquiries.

• 1-3 years’ experience providing client service in the investment, banking or related industries with strong client service skills
• Fluency in English and French (verbal and written)
• Industry-related academic experience (e.g., CSC, CPH) or demonstrated commitment toward further education
• Strong MS Office skills (Outlook, Word and Excel)
• Team player with friendly personality and strong communication skills
• Proven ability to manage high volumes with a positive and professional attitude
• Calm approach to a dynamic and fast-paced environment
• Collaborative problem-solving mindset
• Friendly and service-oriented personality

• 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

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 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. The company offers various benefits including health insurance, wellness programs, life and disability insurance, retirement savings plans, paid leave, paid holidays and vacation time, and other benefits.

Many of these benefits are subsidized or fully paid for by the company.

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all 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  or call  ext.

4747.