Location: Toronto, ON – On-site
Language: Bilingualism 
6 months contract with a possibility to convert to permanent employment
5 days on site in Toronto, Downtown

About the Opportunity

Join a leading Canadian financial services organization dedicated to delivering innovative lending and deposit solutions. As a Bilingual Financial Customer Service, you will play a vital role in ensuring smooth and compliant deposit operations, working closely with clients, brokers, and internal teams to provide exceptional service while maintaining rigorous standards. You’ll be part of a collaborative environment where accuracy, customer focus, and efficiency are valued.

In this role, you’ll be at the center of complex financial transactions, from account set-ups and renewals to payment processing and reporting. Your expertise will help uphold compliance and risk management standards while supporting a fast-paced, high-volume operational team. Every day, you’ll contribute to the seamless administration of deposit accounts, making a tangible impact on both clients and business outcomes.

What’s In It for You

You’ll join a workplace that values trust, respect, and integrity, with a culture that celebrates collaboration and professional growth. This is an opportunity to strengthen your financial operations skills, gain exposure to compliance and regulatory processes, and take part in meaningful projects that support the organization’s mission. Mentorship, team support, and a chance to work on challenging scenarios make this a rewarding environment for career development.

Your Responsibilities

• You’ll provide excellent client service by handling incoming and outgoing calls, correspondence, and inquiries from brokers and clients, ensuring prompt and accurate resolution of complex scenarios.
• You’ll support financial operations, including GIC, RIF, RSP, and TFSA account renewals, re-registrations, banking updates, rate changes, and financial adjustments.
• You’ll oversee onboarding of new accounts, verifying applications, liaising with brokers, and ensuring all AML, KYC, and compliance requirements are met.
• You’ll monitor and respond to internal inquiries from business partners regarding products, applications, and account status.
• You’ll adhere to policies, procedures, and regulatory guidelines, ensuring risk management, privacy, and ethical standards are consistently maintained.
• You’ll participate in projects and provide guidance to colleagues on general and complex operational tasks.

Skills and Qualifications

• 2+ years of experience in administration, coordination or customer service
• Fluency in French (Written/Oral)
• Post-secondary diploma or degree; additional certifications are an asset.
• Strong organizational, time management, and analytical skills.
• Ability to multitask and excel in a fast-paced, deadline-driven environment.
• Excellent written and verbal communication with professional maturity.
• Solution-focused, collaborative, and able to lead or support team initiatives.
• Proficiency in Microsoft Office and any other software systems/applications.

Note from the Hiring Manager

“We’re looking for someone who thrives on accuracy and organization, enjoys problem-solving, and can provide exceptional service while navigating complex deposit scenarios. If you’re motivated by helping clients and supporting a collaborative team, you’ll excel here.”

Why Partner with Altis

If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.