Job Title: French/English Direct Investment CSR Job Description As a Customer Service Representative with the Direct Investing team, you will have the opportunity to provide clients with professional, efficient, and knowledgeable service over the phone or through electronic communications. This role is ideal for those with a client-focused mindset and a passion for the investment industry, offering a chance to grow within the team and beyond. You will thrive in a fast-paced and collaborative environment, providing exceptional client service and effective problem resolution. Responsibilities + Respond to clients’ needs and proactively uncover opportunities to match customer needs through effective communication. + Uphold a professional image at all times. + Actively promote the capabilities of the Direct Investing website and mobile services, identifying self-service opportunities for clients. + Provide accurate, responsive, and professional service to clients via telephone or electronic means. + Understand and apply industry rules and regulations, as well as company policies and procedures to all activities. + Accurately execute client instructions within defined authorities. + Collaborate with other partners to support and assist with account openings. + Flexibility to work a variety of shifts ranging between Monday - Friday 7am - 8pm EST, Saturday 9am - 6pm. Essential Skills + Experience in customer service, call center, or financial sector. + Fluent in English and French (bilingual). + Knowledge of investments, including RSP, TFSA, ETF, mutual funds, stocks, and bonds. Additional Skills & Qualifications + Prior completion and maintenance of standing with the Canadian Securities Course (CSC) or CFA level 1 is preferred. + Familiarity with Conduct Practices Handbook (CPH) & Derivative Fundamentals and Options Licensing Course (DFOL). Why Work Here? Join a team that values growth, collaboration, and excellence in client service. Enjoy the flexibility of remote work options, comprehensive training, and a supportive environment that encourages learning and development. Benefit from free parking in Mississauga and Winnipeg, and subsidized parking/transit in Montreal. Work Environment This role offers a hybrid work model, allowing work from home and/or at the contact center. Training is virtual for 12 weeks, with interactive workshops and hands-on practice. Must be available Monday-Saturday 7am-8pm EST. Enjoy free parking in Mississauga and Winnipeg, and subsidized parking/transit in Montreal. Job Type & Location This is a Contract position based out of Montréal, Québec. Pay and Benefits The pay range for this position is $26.00 - $27.00/hr. Workplace Type This is a hybrid position in Montreal,QC. À propos de TEKsystems et TEKsystems Global Services Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com. Québec Numéro du permis d'agence de placement de personnel AP-2000547 About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. Quebec Personnel Placement Agency Permit Number AP-2000547