Financial Services Representative
CI Investments Inc
Toronto, ON

CI Investments Inc. is one of the country’s largest investment fund companies, managing over $80.5 billion on behalf of two million Canadian investors. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.

POSITION: Financial Services Representative

LOCATION: Toronto, ON (M5J 0A3)

STATUS: Full-time


We are currently seeking Financial Services Representatives (FSRs) for our in-bound Contact Centre. Acting as the front-line of the company, these individuals will provide superior customer service through telephone support by focusing on professionalism, friendliness and providing accurate information. In this role, the successful candidate will thrive in a fast-paced environment with opportunities to learn and grow. Our team takes great pride in providing timely, courteous service to financial advisors and their clients who are invested with us. There is no selling involved in this role.

Looking to work regular hours? Our Contact Centre is open from 8:00 am to 8:00 pm EST, Monday to Friday.


Provide prompt, courteous service to financial advisors and investors
Promptly respond to telephone and written inquiries for product and administrative information
Investigate account-related issues and determine appropriate actions to achieve resolution to such issues


Completion of post-secondary education (Commerce, Finance or Business Administration programs considered an asset)
1-2 years’ experience in a customer service role
Exceptional written and verbal communication skills
Strong analytical and problem-solving abilities
Professional, friendly, positive and enthusiastic telephone manner with a very strong focus on providing exceptional customer service
Ability to work a rotating 8.5-hour shift between 8 am-8 pm, Mondays-Fridays (positions are also available for seasonal and/or part-time work)


Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

Recognition & Compensation
Training & Development
Health & Well-being
Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “Apply”.

Only qualified candidates selected for an interview will be contacted.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at, or call 416-681-4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.