Bilingual Client Service Representative

AGF Investments

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profile Job Location:

Toronto - Canada

profile Monthly Salary: Not Disclosed
Posted on: 19 hours ago
Vacancies: 1 Vacancy

Job Summary

About AGF:

Founded in 1957 AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach focused on incorporating sound responsible and sustainable corporate practices. The firms collective investment expertise driven by its fundamental quantitative and private investing capabilities extends globally to a wide range of clients from financial advisors and their clients to high-net worth and institutional investors including pension plans corporate plans sovereign wealth funds endowments and foundations.

About the Role:

By connecting caring and providing an exceptional end-to-end client experience the AGF Client Services team plays an integral role in ensuring our investors succeed. Our team is looking for experienced and dynamic individuals that can help us achieve our mandate. You can expect a supportive and collaborative environment where we develop and promote talent and always strive to succeed.

AGF is looking for experienced Bilingual Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service.

You will work remotely up to 3 days per week and work out of our downtown Toronto corporate office a minimum of 2 days per week. This position has a target start date of January 6 2026.

Your Responsibilities:

Be the primary contact for advisors/investors to provide insight/solutions for account transactional procedural and product queries primarily over the phone in accordance to established Service Level Standards

Resolve customer requests that you are accountable for and interface with other parts of the organization as needed

Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller

Be able to work rotating shifts between 8 AM and 8 PM Monday to Friday

Maintain up to date knowledge on AGF products services policies and procedures to provide accurate and complete information to advisors/investors

Actively participate in building a supportive team environment that fosters positivity and engagement

Your Qualifications

Post-secondary education completed and preferably completed the Canadian Securities Course and/or applicable IFIC courses

A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success

1 to 3 years of experience in a contact center role with a financial services company or fund company that distributes via financial advisors or with a fund company service provider

Excellent communication skills listening and written skills combined with a genuine desire to serve the customer

Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand

You can easily navigate between different computer applications and multi-task while having a great conversation with customers

You can problem solve and work well under pressure

No unsolicited agency referrals please.

AGF isan equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds including women Indigenous peoples racialized persons persons with disabilities and members of the 2SLGBTQIA community.

We do not discriminate on the basis of race national or ethnic origin colour religion age sex sexual orientation gender identity or expression marital status family status disability or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations forapplicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process please contact us at so that appropriate arrangements can be made.

# R11233

Required Experience:

Unclear Seniority

About AGF:Founded in 1957 AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments AGF Capital Partners and AGF Private Wealth. AGF...
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