Client Services Representative

Location: Toronto, ON, Canada

Date Posted: Nov 7, 2025

Requisition ID: JR4648

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.

WHAT YOU WILL DO

• 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

WHAT YOU WILL BRING

• 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.

CI 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. CI 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.

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 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 ext. 4747.