Customer Service Representative, ISI Contact Center - Bilingual (Investments)

Location: Montréal, Quebec, Canada. Approximately four weeks of onsite training are required in downtown Toronto, Monday to Friday, 9:00 a.m. to 5:00 p.m. EST. The ongoing work arrangement will be discussed during the interview.

Company

hirify.global is a relationship-oriented bank providing banking and investor services for clients in the modern financial services market.

What you will do

• Serve as the first point of contact for Investor Services Inc. clients, including Investors Edge users, through phone and online channels.
• Recognize and assess client needs, provide timely resolutions, and create meaningful client interactions.
• Listen actively, investigate issues, take ownership of problems, and escalate matters or refer clients to appropriate service groups.
• Develop strong knowledge of ISI products and the Investor’s Edge platform.
• Resolve requests efficiently using online brokerage systems, multiple software applications, and dual monitors.
• Provide non-advice service only; product or investment recommendations cannot be given to clients.

Requirements

• Degree or diploma in business; Canadian Securities Course certification is an asset.
• Fluency in French and English is required to support business operations outside Quebec.
• Strong written, verbal, interpersonal, and relationship-building skills.
• Client-focused, accountable, goal-oriented, collaborative, and committed to trust, teamwork, and accountability.
• Ability to navigate multiple software applications and dual monitors efficiently.
• Legal eligibility to work in Canada is required; a valid work or study permit may be required where applicable.

Culture & Benefits

• Industry-leading paid training program combining classroom learning and on-the-job application.
• Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
• Defined benefit pension plan and employee share purchase plan, subject to plan terms.
• Vacation offering, wellbeing support, and a points-based employee recognition program.
• Paid Purpose Day for personal growth and development.
• Contact Centre hours are Monday to Friday, 8:00 a.m. to 8:00 p.m.; flexibility within these hours is required.

Hiring process

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