{"id":3903165,"url":"https://alion.io/job/ci-financial-bilingual-client-services-representative","title":"Bilingual Client Services Representative","company":{"id":704636,"name":"CI Financial","domain":"cifinancial.com","url":"https://alion.io/company/ci-financial","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":78,"open_postings":15,"ghost_share":0,"stale_share":0.867,"repost_share":0,"time_to_fill_p50_days":33,"computed_at":"2026-11-07T05:47:08Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":34320,"max":58500,"currency":"CAD","period":"year","gross":null,"usd_annual":41803},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false},{"name":"Windows","optional":false}],"status":"live","first_seen_at":"2026-11-06T00:00:00Z","employer_posted_date":"2026-11-06","last_verified_at":"2026-11-07T06:34:24Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"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.\nWe 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\nRespond to client inquiries in English and French through phone, email, and other supported channels in a prompt, courteous, and professional manner. \nInvestigate 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. \nSupport account-opening and account-maintenance activities, including reviewing requests for completeness and coordinating follow-up where required. \nDocument client interactions, actions taken, and outstanding items accurately to support effective follow-up and a consistent client experience.\nBuild positive client relationships by listening carefully, communicating clearly, and taking ownership of inquiries through resolution or appropriate escalation. \nIdentify urgent, complex, or complaint-related matters and escalate them to the appropriate team in accordance with internal policies and regulatory requirements. \nProtect client information and follow applicable privacy, security, compliance, and record-keeping requirements. \nCollaborate with colleagues and internal partners to resolve issues, share knowledge, and improve service processes.\nComplete administrative duties, ad hoc assignments, and other responsibilities relevant to the position as required.\nWHAT YOU WILL BRING\nFluency in English and French, both written and verbal, is required. \nA bachelor’s degree in Business, Finance, or a related field, or an equivalent combination of education and relevant experience. \nAt least one year of experience in financial services; experience in a brokerage, discount brokerage, trading, or investment-services environment is preferred. \nCustomer-service experience with a demonstrated ability to communicate complex information clearly and professionally.\nKnowledge of online investing products and services, with experience using trading platforms considered an asset. \nStrong problem-solving, investigation, and follow-up skills, with careful attention to detail and accuracy. \nThe ability to organize competing priorities and remain composed in a fast-paced, client-focused environment. \nA collaborative, accountable, and proactive approach, with the ability to learn new systems and processes quickly. \nProficiency with Windows and Microsoft 365 applications, including Outlook, Word, and Excel. \nSuccessful completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Trader Training Course (TTC) is an asset.\nThis role follows our in-office work model and requires employees to be onsite four days per week to support collaboration and business needs.\nThis 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.\nCI 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.\nA Supportive Environment for Success\nWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.\nWHAT WE OFFER\nModern HQ location within walking distance from Union Station\nTraining Reimbursement\nPaid Professional Designations\nEmployee Savings Plan (ESP)\nCorporate Discount Program\nEnhanced group benefits\nParental Leave Top-up program\nPaid time off for Volunteering \nWe 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.\nPlease 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 ,or call 416-364-1145 ext. 4747.","description_format":"text","description_chars":6230,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"French","level":"Advanced (C1)","optional":false},{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":["Continuous learning","Health insurance","Insurance coverage","Parental leave","Retirement plans","Wellness"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-11-07T01:34:16Z"}],"visa":[],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.602,"p_room":1,"age_days":1,"expected_fill_days":33,"reasons":["conf:4","stale_co","win:early","comp:junior"],"computed_at":"2026-11-07T05:47:08Z"},"pay":{"stated_usd_annual":41803,"is_top_pay":false},"html_url":"https://alion.io/job/ci-financial-bilingual-client-services-representative","json_url":"https://alion.io/job/ci-financial-bilingual-client-services-representative.json","meta":{"generated_at":"2026-11-07T22:21:49Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":36731,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-08T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704636},"rest":"https://alion.io/mcp/rest/get_company?id=704636"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fci-financial-bilingual-client-services-representative"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fci-financial-bilingual-client-services-representative"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fci-financial-bilingual-client-services-representative"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ci-financial-bilingual-client-services-representative\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fci-financial-bilingual-client-services-representative"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3903165}},{"tool":"search_jobs","arguments":{"company":"cifinancial.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3903165},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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