Contact Centre Representative (Mutual Funds, Remote)

Location: Toronto, Ontario, Canada; primarily remote with occasional on-site attendance and the ability to reach the primary work location within two hours for business purposes

Company

hirify.global is a relationship-oriented bank providing banking, investment, and financial services.

What you will do

• Respond to client inquiries about mutual funds and fixed-term investments.
• Build client relationships using discovery and Know Your Client questions.
• Explain savings, income, growth, index, and managed portfolio solutions.
• Open mutual fund accounts and process purchases, redemptions, and transfers.
• Identify opportunities to introduce clients to relevant hirify.global products and services.
• Resolve client issues while following CIRO rules and regulations.

Requirements

• Current accreditation and good standing in the Canadian Securities Course or Canadian Investment Funds Course.
• Eligibility to obtain and maintain CIRO licensing.
• Strong client service, communication, investigation, and problem-solving skills.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit may be required.
• Ability to work Monday to Friday between 08:00 and 20:00 in a full-time, shift-oriented role.
• Private, quiet home workspace and wired internet with at least 15 Mbps download and 10 Mbps upload; satellite internet is not permitted.

Culture & Benefits

• Client-focused culture built around trust, teamwork, and accountability.
• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan, employee share purchase plan, and vacation offering.
• Wellbeing support and employee recognition through MomentMakers.
• Professional development opportunities, including a paid Purpose Day.

Hiring process

• An attribute-based assessment and other skills tests may be required.
• French proficiency testing may be included where applicable.
• Artificial intelligence tools are used during recruitment.