Investor Center Specialist (Bilingual)

TL;DR

Investor Center Specialist (Bilingual): Providing comprehensive service to existing and prospective investors through omni-channel communication with an accent on financial product knowledge and regulatory compliance. Focus on delivering first-contact resolution, maintaining high call quality standards, and building strong client relationships in both English and French.

Location: Must be based in Toronto, Canada (Hybrid schedule required).

Salary: $59,000–$75,000 CAD.

Company

A leading global financial services firm dedicated to helping Canadian investors build better financial futures through trusted investment portfolios and services.

What you will do

• Respond to account, product, and general service inquiries via phone, chat, email, and web portals.
• Provide accurate information on hirify.global products, policies, and procedures to clients.
• Mentor front-line staff and provide real-time support as a Subject Matter Expert.
• Build and maintain strong relationships with clients to anticipate their financial needs.
• Spearhead initiatives to improve client data collection and internal insights.
• Ensure all interactions meet high service standards while mitigating regulatory risks.

Requirements

• Current work authorization for Canada is required.
• Bilingualism in English and French (verbal and written) is required.
• Minimum 1 year of experience in a financial services call center environment.
• Completion of post-secondary education or equivalent work experience.
• Must be available to work rotating shifts Monday through Friday between 8:00 AM and 8:00 PM.
• Strong analytical, problem-solving, and multi-tasking skills.

Nice to have

• IFIC or CSC designations/licenses.

Culture & Benefits

• Competitive base salary with discretionary performance bonus.
• RRSP contribution plan after 6 months of employment with no matching required.
• Inclusive and diverse work environment recognized by multiple industry awards.
• Commitment to professional development and continuous learning.
• Supportive culture focused on integrity, trust, and work-life balance.