Customer Service Representative (Investors Edge)

Location: Toronto, Canada; approximately four weeks of onsite training at the downtown Toronto office, Monday to Friday, 9:00 a.m. to 5:00 p.m. EST. The ongoing work arrangement will be discussed during the interview, with flexibility required between 8:00 a.m. and 8:00 p.m. EST.

Annual base salary: CAD 50,840–59,350.

Company

hirify.global is a relationship-oriented bank providing financial services and client support.

What you will do

• Serve as the first point of contact for Investor Services and Investors Edge clients by phone and online.
• Recognize and assess client needs, provide timely resolutions, and create meaningful service interactions.
• Use knowledge of ISI products and the Investors Edge platform to support client requests without providing investment advice or recommendations.
• Resolve issues efficiently using online brokerage systems, multiple software applications, and dual monitors.
• Refer clients to related service groups and escalate matters to management when appropriate.

Requirements

• Degree or diploma in business; Canadian Securities Course certification is an asset.
• Strong written, verbal, interpersonal, and relationship-building skills.
• Client-focused approach with accountability for resolving issues and knowing when to seek support.
• Ability to learn ISI products, the Investors Edge platform, and online brokerage systems.
• Computer proficiency and ability to navigate multiple applications simultaneously.
• Legal eligibility to work in Canada is required; a valid work or study permit may be required where applicable.

Culture & Benefits

• Approximately four weeks of paid training combining classroom learning and on-the-job application.
• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support and employee and family assistance programs.
• MomentMakers, a social points-based employee recognition program.
• Inclusive and accessible candidate and workplace environment.

Hiring process

• The process may include an attribute-based assessment and skills tests, including simulation or French proficiency testing where applicable.
• Artificial intelligence tools may be used during recruitment.